Kai Knutson

Background

About Kai Knutson

Who am I? As a full service investment advisor that has started and sold a business, I understand the effort, struggle, and determination required by business owners. My commitment to my clients is that I will manage their money with the same care that I manage my own. I work with my clients to help them identify achieve their financial goals. My services include, financial analysis, managing investment portfolios, financial planning, trust & estate planning, and insurance planning. What do I do? I leverage the knowledge, expertise, and experience of my wealth management team to come up with synergetic comprehensive financial plans that are integrated into all aspects of my client’s life. Why do I do what I do? I have witnessed the damage a poorly structured and executed financial plan has on a family. I enjoy knowing that my clients and their families have prepared for the worst, and planed for the best financial outcome.