Tell us where you want to go.
We can help you get there.
One Client at a Time, One Plan of a Kind
KL Wealth Advisors is a boutique financial services firm that serves business owners and individuals at all stages of their financial lives. Our independent structure supports intricate, customized solutions with a high-touch service model.
We Provide Fully-Customized Solutions
At KL Wealth Advisors, we provide fully customized solutions for the following areas:
- Retirement planning
- Estate planning
- Life insurance planning
- Tax planning
- Investment management
- Risk management
- Retirement income
Start Planning Your Financial Future Today
To get started, call us at +1 (954) 488-3733 or use the form below to send us a message.
Located in Downtown Fort Lauderdale
888 SE 3rd Avenue, Suite 401
Fort Lauderdale, FL 33316
+1 (954) 488-3733
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and KL Wealth Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, IN, NC, NJ, NM, PA, SC, and VA. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, KL Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.