Investment and Wealth Management

Personal. Local. Global

Attaining your financial dreams requires long-term planning. Current trends in the marketplace will affect the way you preserve and grow your assets – the rising cost of healthcare, the possibility of outliving your assets, and the constant evolution of the U.S. economy all play a role.

Such trends demand personal and global solutions that fit your goals and objectives. AKT Wealth Advisors helps you protect your assets for tomorrow by enabling you to make smart financial decisions today. Our professionals provide objective and independent, fee-based investment services. We design an asset allocation profile that best serves your needs and takes advantage of market opportunities.

We have helped our clients:

Plan and develop investment strategies
Select investments
Select and manage specialized sub-advisors
Evaluate alternative investments, e.g. - private placements and hedge funds
Develop tax efficient strategies

AKT Wealth Advisors' investment process is comprised of three stages: We listen to our clients. Together, we formulate and implement a strategy based on informed, objective advice. Over time, we monitor and review progress.

Our service approach is different. As a full-service advisory firm, we offer complementary services, including tax and estate planning and charitable giving strategies. As a CPA-based firm, our philosophy is rooted in providing tax efficient strategies that align with your goals and objectives.

Meet the members of our Investment Committee.

Questions? Contact Us Today!

Darin Richards appeared again on CNBC's Market Mavens program on September 2, 2008 to share AKT's views on the recent stock market trends.