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 1 of 2-Part Series This month’s ratio is again related to the business aspect of our clients. It is the second and final ratio that is specifically for our business owner clients and is aptly named, the business ratio! It seems a very generic name, but actually the business ratio (BN) is unique to the Kismet Wealth Group. It…
Part 3 of 3-Part Series Since there are many profitability ratios, they target many different areas of the business and the more insight you have, the better you can run the company. The ratios will show which parts of the business are not running financially efficient and need work. Financial statements are the basis of any business management, but they…
Part 2 of 3-Part Series Each of these ratios will calculate a form of profit depending on what we actually are wanting to understand. The gross profit is the margin which is most used, but if cash flow is not good that can lead to decreasing profit margins. Everything is taken with context and as part of the bigger picture.…
Part 1 of 3-Part Series Since the beginning of this year, we’ve focused on a number of ratio’s which are important when managing wealth. These ratio’s take the multitude of numbers and put them into easy-to-understand ratio’s which give a snapshot the state of wealth affairs. Every one of these ratio’s has been a personal wealth ratio because managing personal…
