One mission drives each of us at the Kjolsrud Wealth Management of Benjamin F. Edwards & Co.—providing you with the service, support, and perspective you need to help you achieve your financial goals and objectives. Our Sierra Vista, AZ, office is comprised of two talented financial professionals and you can be assured that all of us share a commitment to putting our clients first and treating others the way we want to be treated. Adhering to these basic principles results in relationships built on mutual respect and trust, enabling us to focus on what really matters—you, our client, and your financial well-being.
Whether you live in Sierra Vista, or elsewhere, we’ll work together to map out a financial program that meets your specific needs. All of us recognize the importance of taking the time to get to know you and understand your financial goals and objectives as we work together to make your plan a reality. Once your investment program is designed and in place, we put it into action.
But we don’t stop there. You will also benefit from our ongoing personalized attention and follow-up that will keep you on track throughout your financial journey. In addition, you will have ongoing access to the resources, expertise and tools you need to address financial issues from the simple to the complex.
AREAS OF CONCENTRATION
- Advisory Portfolios
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Executive Services
- Financial Planning Strategies
- Investment Strategies
- Retirement Planning Strategies
- Wealth Management