Kyle Kersting, CFA, CAIA

Managing Partner of Wealth Management

Recognizing that the root of most investment and financial mistakes is a lack of strength-measuring and strength-building guidance, we pioneered methods and systems of optimizing wealth. We have 28 patent claims allowed and counting. We have hundreds of other proprietary trade secret methods at our fingertips. It’s all about clarity, direction and a genuine sense of security and confidence…we continually strive to help clients achieve all four!