Kimery Wealth Management Launches as Privately-Owned Independent Financial Advisory Firm

MEMPHIS, Tenn., June 19, 2017 /PRNewswire/ — Kevin D. Kimery announced today the launch of Kimery Wealth Management, formerly “The Kimery Group” of Morgan Stanley. With more than thirty years of experience, Kimery’s five-person team, including financial advisor Matthew C. Heffington, specializes in family wealth advising and institution consulting for individuals, family groups and nonprofits. The firm believes that finance, by nature, is personal – and as such, strategies deployed for Kimery’s clients must be tailored to their specific personal needs and life goals. Kimery Wealth Management will now custody with Charles Schwab, Inc.

Headquartered in Memphis, and serving clients across the country, Kimery Wealth Management will provide financial planning, asset management, investment portfolio consulting, philanthropic giving, multigenerational wealth and estate planning, and transition strategies for high net worth individuals and their families.

“Our team has spent decades earning the trust of our clients, and recognized that in order to maintain that trust we needed to evolve into a fully transparent, independent financial advisory business,” said Kimery, President and Founder of Kimery Wealth Management. “Now operating as a privately owned, independent entity, we are best equipped to maintain our focus on each individual client and their unique needs.”

Over the past decade, there has been a significant increase in advisors leaving brokerage firms to offer independent advice through their own entrepreneurial practices as business owners. The move allows independent advisors to enhance their technology capabilities, investing options, access to research, and performance reporting tools. 

Heffington adds: “We treat each client as the unique individual or entity that they are, and are proud to be establishing a firm that will serve their financial and emotional needs in line with our guiding principles. In our view, the independent platform approach to wealth management is substantially more comprehensive across a family’s entire balance sheet. Our entire team is comprised of outstanding human beings who are 100% engaged in making a difference in people’s lives – we’re doing this together and could not be more excited for the journey ahead.”

Prior to joining Morgan Stanley in 2005, Kimery spent seven years in the Private Client Group of Goldman Sachs and three years with Merrill Lynch. He plays an active role with Vanderbilt’s Alumni Board as well as the Hutchison School and the University of Memphis Business School. He also serves in a board capacity for Carnival Memphis and is regularly involved in the New Memphis Institute community of Memphis professionals.

Heffington joined the Kimery Group in 2014 after serving five years with the Sharpe Group, a nationally recognized nonprofit consulting firm based in Memphis. He has had an active career in the not-for-profit sector, working with ALSAC, the fundraising arm of St. Jude Children’s Research Hospital’s executive team. Along with being a former President of the University of Memphis’s Professional MBA Alumni Board, Heffington holds a leadership position with a local charity that supports The Boys and Girls Club of Greater Memphis.

For more information, visit kimerywealth.com.

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About Kimery Wealth Management
Kimery Wealth Management is a registered investment advisor based in Memphis, Tennessee. Led by Kevin D. Kimery, the firm provides high net-worth individuals and families customized, holistic wealth and asset management, estate planning, philanthropic and investment consulting services. For more information about Kimery Wealth Management, visit kimerywealth.com

Important Disclosure:
Kimery Wealth Management is an SEC registered investment adviser with its principal place of business in Tennessee. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Kimery Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration where the prospective client resides. For information pertaining to the registration status of the Firm, please contact the Firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  For additional information about the Firm, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money. Kimery Wealth Management has prepared this material for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law.

 

SOURCE Kimery Wealth Management