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Don't Be Passive When It Matters.

At KLD Wealth Management, our investment management approach ensures your portfolio aligns with your core values—whether focused on sustainability, faith, or legacy building. With expert guidance, we simplify the process, giving you confidence that your investments reflect what matters most to you.

Investment Management Aligned with Your Goals and Values

Investing isn’t just about growing wealth—it’s about creating a financial strategy that supports your future and aligns with what matters most to you. At KLD Wealth, we take a goal-based, values-driven approach to investment management, ensuring your portfolio is tailored to your needs, risk tolerance, and long-term vision.

Our Investment Management Approach:

✅ Strategic Portfolio Design – We build customized portfolios based on your financial goals, time horizon, and comfort with risk.


✅ Retirement-Focused Investing – We help you structure investments for a smooth transition into retirement, maximizing growth while protecting your future income.


✅ Tax-Efficient Strategies – We minimize unnecessary taxes on investments through asset location, tax-loss harvesting, and Roth conversion planning.


✅ Values-Based Investing – Want your money to reflect your values? We offer ESG and socially responsible investing (SRI) options to align your portfolio with what matters most to you.


✅ Ongoing Portfolio Monitoring – Markets change, and so do your financial needs. We proactively rebalance your portfolio to keep you on track.

Who We Serve:

✔ Individuals and families looking for long-term financial growth and security.


✔ Pre-retirees and retirees who want an investment strategy that transitions seamlessly into retirement income.


✔ Investors who want a disciplined, tax-efficient approach without the stress of managing it alone.


✔ Those looking for values-based investing that aligns with their personal beliefs.

Invest with Confidence, Stay in Control

With our fee-only, fiduciary approach, you get objective, transparent advice—no commissions, no sales pitches. Whether you’re growing your wealth, preparing for retirement, or seeking a smarter way to invest, we’re here to help you navigate your financial future with confidence.

OUR INVESTMENT PARTNERS

Interested
in Working Together?

Get started in 3 easy steps

  • Our initial meeting is all about you, your goals, and your questions, so that we can determine if we are potentially a good fit.

  • We will create a personalized, high-level overview for you so that you can get a feel for our advice. Whether we work together or part as friends, this overview will be yours.

  • We review your planning overview and discuss how you can start focusing on your ideal retirement lifestyle and worry less about your finances. This is a NO PRESSURE meeting. No sales pitch, no commitments.

  • During your strategy session we will complete your planning overview including opportunities to achieve your goals and dreams. We will not ask you to decide then and there. In fact, we actually want you to sleep on it!

    We schedule a quick meeting for the next day to see if you have any questions and see if you want to get started with us.

    Either way, the plan is yours. No strings attached.

 FAQs

  • Fee-only advisors are paid solely by clients and do not receive commissions for selling financial products, which reduces conflicts of interest. In contrast, fee-based advisors may earn commissions from products, which could impact their recommendations.

  • At KLD Wealth, we start by understanding your personal and financial goals along with your values. Whether it's retirement, college savings, or wealth transfer, we create a tailored investment strategy that balances risk and return to meet those objectives.

  • We offer a range of socially responsible investment (SRI) and impact investing options, allowing you to invest in companies and funds that align with your ethical values without sacrificing performance.

  • We analyze your risk tolerance, financial goals, and time horizon to create a personalized asset allocation that maximizes returns while managing risk appropriately for your stage of life.

  • We use diversification, regular portfolio reviews, and a disciplined approach to risk management to reduce volatility and protect your investments from market downturns.

  • We conduct regular portfolio reviews (at least annually) and make adjustments based on changes in the market, economic conditions, or your personal financial situation to ensure your investments stay on track.

  • Our investment management fees are transparent and based on a percentage of assets under management (AUM). We do not earn commissions, so our incentives are always aligned with your best interests.

  • We take a long-term view and focus on disciplined investing. During downturns, we rely on diversification, rebalancing, and maintaining a strategy that is designed to weather market volatility.

  • Yes, we incorporate tax-efficient strategies, including tax-loss harvesting, asset location, and optimizing retirement account contributions, to help you minimize your tax burden while growing your investments.

  • We regularly update your financial plan and investment strategy as your goals evolve—whether you're preparing for retirement, funding education, or managing family wealth.