Investment Management

KL Wealth Advisors can stress-test your portfolio and advise you if your current level of risk aligns with your ability to take risk. Everyone likes risk on the upside—when the market is on a tear—but many people cannot bear downside risk and make poor decisions when the market declines.

Family business owners manage and mitigate risk every day. If you are a business owner, ask yourself how much of your personal wealth is concentrated in that one investment.The risk inherent in a concentrated financial investment in your family business may argue for you taking less risk with your investment portfolio.

Think about these questions…

How much of your personal wealth is concentrated in your family business?

Do you know how much risk you are taking with your current investment portfolio?

Are you comfortable with your current level of risk?


Do you know your risk number? If not, click here to find out.

Know Your Risk Number.




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, 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.

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