Forbes Best-in-State Wealth Management Teams, 2025
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One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalized recommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.
Anytime access
At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with us safely and securely.
Ready to learn more about how we can help you? Getting started is as easy as scheduling a complimentary initial consultation.
As the new year begins, Ameriprise Financial experts share key themes that may influence market and economic conditions in 2025. (9:57)
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Join us for an engaging session on private equity investing, designed for those new to the asset class or for those looking to deepen their foundational knowledge. We’ll cover the basics of private equity, including how it works, key benefits and risks, and its role in diversified investment strategies. Led by Sofia Rivas from Neuberger Berman, this webinar is your gateway to understanding the fundamentals of this alternative asset class.
Understand how private companies differ from publicly traded companies, and how these investments can enhance portfolio diversification to improve risk adjusted returns.
Learn how Private Equity funds operate and how they structure investments.
Financial Advisor Anthony Minero will host and moderate this complimentary webinar.
Ryan Sullivan, Vice President and Managing Director, Applied Insights with Hartford Funds, will present: Family Money Talks
In affluent families, wealth sometimes transfers without all the wisdom that goes along with it. This can leave the next generation unprepared to manage it responsibly.
In this interactive workshop, we’ll use the family money talks approach to hold an engaging and productive conversation about wealth, without discussing assets.
We encourage joining the webinar with a spouse or loved one, so that you can practice in real time how to have a family money talk. You will be guided through each step of the process, with time allotted for practice and for any questions you may have.
All of us at Kairos Wealth Partners are proud to share that our team has been included on the 2025 Forbes Best-in-State Wealth Management Teams list. This list recognizes teams who excel at helping clients focus on their long-term financial goals – And we’re proud to say that is our No. 1 priority. Thank you to our clients for your loyalty and for the opportunity to continue to serve you.
Kairos Wealth Partners
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