The KWA Difference

We believe financial planning begins with you.

At Knight Wealth Advisors, we provide personalized financial planning and portfolio management to a select group of business owners, executives, institutions, retirees, and other successful individuals.
Your voice drives our process. We take the time to listen to your hopes, goals, and dreams, allowing our team of professionals to develop targeted strategies and action plans that help you achieve your legacy.

Who We Serve

Coordinating your financial care to make your life easier.

Individuals and Families

Financial Planning that Begins with You

Business Owners

Financial Planning that Begins with You

Our Financial Planning Services

Knight Wealth Advisors | Private Wealth Management

Private Wealth Management

  • Tactical market strategies
  • Tax conscious investment strategies
  • Outcome based strategies
  • Retirement income solutions
Financial Planning | Risk Management

Risk Management

  • Income protection solutions
  • Leaving a legacy for your loved ones
  • Family protection
  • Planning for unexpected health conditions
Knight Wealth Advisors | Planning Your Journey

Planning Your Journey

  • In-depth planning centered on you
  • Cash flow planning
  • The Next Generation
  • Tax-smart planning
Getting Started with Financial Planning | KWA

The Next Generation

  • Building a roadmap for the next generation
  • Financial education & coaching
  • Tax-smart wealth transfer planning
  • Risk management and asset protection

Take the Next Step Toward Financial Planning with KWA

How Can We Help?

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Knight Wealth Advisors is not a registered broker/dealer. Please note that not all of the investments and services mentioned are available in every state.

Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. FINRA/SIPC