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Achieving Success by Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Contact

7 West Square Lake Road
Bloomfield Hills, MI 48302
United States

Office

7 West Square Lake Road
Bloomfield Hills, MI 48302

Contact Info

(248) 877-3658

kevin.barry@kbwealthmgt.com

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Check the background of this investment professional with SEC here

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