Reach Your Destiny
At Kismet Wealth Group, we measure our success not by traditional benchmarks, but by how much our clients net-worth gains on an annual basis. While traditional wealth management firms and family offices measure investment portfolio’s, our holistic approach accounts for real estate asset investments we have helped our clients make, tax savings on corporate structures we implement, etc.
We help:
- Medical Professionals
- Legal Professionals
- Family Business's
- High/Ultra-High net worth individuals
About Kismet
Kismet Wealth Group is a fully diversified financial and professional services firm. Kismet has active operations in wealth management, real estate, real estate development, insurance and risk management, mortgages and lending. At Kismet Wealth Group, we measure our success not not by traditional benchmarks, but by how much our clients net-worth gains on an annual basis. While traditional wealth management firms measure investment portfolio’s, our holistic approach accounts for real estate asset investments we have helped our clients make, tax savings on corporate structures we implement, etc. Our report card is our clients net-worth statement. We align your goals with ours, this creates a mutually beneficial relationship and motivation.
How Kismet Helps You
Wealth Management
Our team provides clients with a professional, unbiased and integrated wealth management solution. We design, apply and monitor a holistic and comprehensive wealth strategy for our clients and their families.
Real Estate & Development
Our team provides of real estate professionals have decades of experience and help our clients in Buying, Selling or Renting real estate. We also assist in building a real estate portfolio of both residential and commercial properties
Mortgages & Financing
Our team is here to assist you through the process of funding the purchase of your home, investment property and vacation properties. With over 40 institutional and private lenders in our network, we can help!
Asset Management
Our team of investment professionals continuously source and underwrite both traditional and alternative investment opportunities for our clients. We aim to allocate capital strategically to achieve consistent risk-adjusted returns.
Tax Filing & Bookkeeping
As part of our commitment to holistic wealth management to help our clients integrate their business and personal affairs, we brought in house accounting back office services to help our clients from end to end.
Content To Help You Start Building a Legacy
Part 2 of 3-Part Series Age and culture are additional factors which link to the SR, but are oft overlooked. As people age, the SR decreases as they spend more of their savings which they put aside in their younger days. Culture plays a large role shown by a country like Japan having a SR of around 60% while in…
Part 2 of 3-Part Series Savings can of course and often are invested into stocks, bonds, real estate etc., and this is why savings are so important. The lower your SR, the less amount of money you are able invest into your future. However, it is not always a matter of simply putting more money aside to save, because this…
Part 1 of 3-Part Series And so, we come to perhaps the most discussed topic in personal finance and maybe finance overall, saving! We’ll explore the savings ratio which is included in our list of vital personal wealth ratios, but we’ll also explore why some save more than others. It seems like a straightforward topic, but there are a lot…
Part 2 of 2-Part Series The higher the LR, the more liquidity you have, and it is easily calculated as well as managed. While it might not be easy to increase your liquid assets, managing your personal spending can increase your LR you are not liquid enough. That isn’t to say this ratio is used to determine whether your lifestyle…
