Kiker Wealth Management

Private Investment Firm Georgia, United States ·Founded 2014

Overview

Kiker Wealth Management is a financial advisory firm specializing in comprehensive wealth management and investment services for individuals and families. The firm offers a range of services, including retirement planning, asset management, and estate planning, aiming to help clients achieve financial security and long-term growth. The firm's investment strategy is client-centric, focusing on long-term growth and tailored solutions. Kiker Wealth Management employs a diversified approach, managing a broad portfolio of equities, funds, and ETFs across various sectors. The firm emphasizes strategic asset allocation, aligning investment choices with client risk profiles, financial goals, and market opportunities. With a commitment to transparent communication and personalized service, Kiker Wealth Management strives to build trust, honesty, and integrity in its client relationships. The firm regularly reviews and adjusts investment plans to reflect evolving market conditions, ensuring that clients' financial strategies remain aligned with their objectives and the dynamic financial landscape.

Portfolio Companies

Royal Caribbean GroupVaneck ETF TrustInvesco Actvely MNGD Etc FDAbrdn Silver ETF TrustFirst Trust Exchange Traded FDInvesco Exchange Traded FD TR IIiShares Inc.Armour Residential REIT Inc.

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Frequently asked questions about Kiker Wealth Management

What sectors does Kiker Wealth Management invest in?

Kiker Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Georgia, United States. Kiker Wealth Management is listed as a private investment firm in the ConnectSafely investor database.

What stage does Kiker Wealth Management invest at?

Kiker Wealth Management backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.

Which regions does Kiker Wealth Management invest in?

Kiker Wealth Management invests across United States.

What companies has Kiker Wealth Management invested in?

Kiker Wealth Management's portfolio includes Royal Caribbean Group, Vaneck ETF Trust, Invesco Actvely MNGD Etc FD, Abrdn Silver ETF Trust, First Trust Exchange Traded FD, Invesco Exchange Traded FD TR II, iShares Inc. and Armour Residential REIT Inc..

Last updated · Source: ConnectSafely investor database