Every layer of yourfinancial lifealigned by design.
Your financial life has many layers. We create, improve, and align them to create a clear picture of your future.
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Investmentsconstruct portfolios to meet objectives
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Estate and Tax Planning Strategiesstructures and strategies to carry across generations
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Banking and Lendingaccess to capital and bank accounts that support day-to-day needs
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Insuranceprotection laid beneath the whole plan
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Philanthropygiving done intelligently
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Business Successionthoughtful transition for a business owner's most important asset
Hokusai's Great Wave (c. 1831) — built up from a key block and successive colour blocks, each held in alignment.
In Japanese woodblock printing, kento are hand-carved notches that align the paper so every layer of color and detail is placed exactly where intended (the highlights in our name reflect the location of kento on the woodblock). Without kento, the resulting print is distorted and messy. Proper wealth management also requires exact alignment. Each discipline is its own layer, and each must register precisely with the others.
Individuals and families whose wealth has too many moving parts to leave to chance. Those who are sophisticated enough to understand that details truly matter and that there is a craft to building your life brick by brick the way you want it.
Our goal at Kento Wealth Advisors is to do such high-quality and valuable work for our clients that we become indispensable to them. This takes time. Trust must be earned, family dynamics understood, and careful analysis prepared. In some cases, we've built a years-long relationship prior to an individual's or family's major liquidity event.
The process for deciding which advisors to hire to advocate for yourself and your family can be overwhelming. With so many options available:
- Who has the knowledge?
- Who has the capabilities?
- Most importantly, who will do what they say they are going to do and follow through?
Our process is the product.
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1
Understand the catalyst leading you to take action
- Common reasons include: no clear plan for ensuring financial security for family members, considering sale of business, needing a professional trustee, lending requirement for significant purchase, not sure what to do with stock options or private stock / RSUs. See our client case studies to see examples of how we have helped in different scenarios.
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2
Obtain relevant information
- We want to know what you care about and your desired results as much as we want to know the numbers associated with your assets and liabilities.
- We will ask you questions you haven't been asked before. The more information and more context we have, the better we can recommend a valuable solution.
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3
Craft thoughtful analysis
- The analysis is a team process at Kento Wealth Advisors. No one person has all the answers, so we bring our experts together to shine light on potential blind spots and consider all relevant possibilities.
- When applicable, we will coordinate with your outside advisors, including attorneys, CPAs, investment bankers, etc. to produce better results. It is critically important that all advice you receive works in lockstep toward your goals. This is at the core of what we do.
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Present alternatives and provide recommendations
- Thorough explanations of options are given, before recommending the ones we believe best suit your situation. Our years of experience can help filter out what looks good on paper versus what tends to work better in practice.
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Ongoing precise execution
- It's not good enough to create a wealth strategy. It must be implemented seamlessly without errors.
- We are true stewards of your financial life. We don't do transactional work. Everything we do is with an eye toward serving you, your loved ones, and the causes you care about for years to come.