Michael Kalisch
Kalisch Wealth

Tel: (561) 475-5400
5550 Glades Rd Suite 500
Boca Raton, FL 33431
Kalisch Wealth | Financial Advisor in Boca Raton ,FL

About Kalisch Wealth

KPW's wealth management model encompasses a multidisciplinary approach towards financial planning. Our ideal clients are physicians and affluent families that want to gain control of their financial lives, keep more of what they earn, and expose themselves less to litigation risk, taxes, and under-performing investments.

Our firm's mission is to empower our clients by providing independent and objective advice. We strive to build strong relationships with our clients throughout the consultative process. Our best clients understand that comprehensive planning is a continual and dynamic process, and value unbiased and independent advice above all else.

KPW prides itself on having a unique understanding of the complexities, challenges, and rewards, doctors and affluent families face. Through our multidisciplinary approach, we work closely with clients on their journey towards successful, long term financial success.


General Information

Firm Start Year:   2005
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   (AL, FL, LA, MA, NJ, NY, OH, PA, TX)
Number of Years with Current Firm:   10


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care , Variable Annuity , Life , Variable Life , Annuity



Faqs

  • What are your qualifications? What is your education background? Master's in Business Administration (MBA)- Duke University, Fuqua School of Business CERTIFIED FINANCIAL PLANNER™ professional
  • What is your approach to financial planning? We believe comprehensive planning is a continual and dynamic process that requires appropriate due diligence, customization, and ongoing monitoring.
  • What services do you offer? Wealth Management, Investment Management, Estate Planning, Retirement Planning, College Planning, Insurance & Risk Management Planning
  • How are you compensated? How will I pay for your services? Fee-Based compensation based on household asset size
  • How much risk should I be willing to take? This depends on each client's individual investment objectives, financial status, and risk tolerance among other important considerations
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Disclaimer

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.FINRA.org www.SIPC.org The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: Fl, PA, TX, AL, LA, MA, NJ, NY,OH. Security Registrations are held through LPL Financial.

Michael Kalisch

Michael Kalisch

MBA-Duke University, CERTIFIED FINANCIAL PLANNER™ Certificant

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My Services


Financial Advice & Consulting

Wealth management isn’t about buying financial products or using complex strategies. It’s a process built around you, your goals, and your dreams. Are you confident that your wealth management team truly understands you? Do you feel like your strategy is nothing more than a series of random events? Well, “HOPE” is not an investment strategy and making random, fragmented decisions with your money can be hazardous to your wealth. Learn how we help clients become more organized, involved, and confident about their financial plans.


Financial Planning for Individuals

We believe that educated and involved clients can increase their probability for long term financial success. To remain engaged, clients need the appropriate tools to analyze and organize their financial lives. Our Wealth Management System does that and more. Our cutting edge technology allows clients to maintain a complete and dynamic view of their financial lives. With full integration capabilities, this platform allows clients to view all their financial accounts in real time and in one secure location. Typically used by our high net worth clients, the Wealth Management system helps to integrate the various areas of your financial life. Capable of advanced reporting, performance, analysis, and document storage, your entire financial picture will be accessible in one organized location. Check out the video to learn more.


Portfolio Management

We take a more dynamic approach towards developing and managing portfolios for our clients. We believe each client is independently unique, each with varying objectives, time horizons, risk tolerances, and expectations. We believe risks are not all equal and portfolios should be customized to integrate with a clients specific wealth plan and expected return requirements. To pursue this, we utilize a dynamic, theme-based approach for portfolio development. This means our process is built to specifically work towards your changing investment objectives as your lifestyle and future goals evolve. Theme-based models allow us to create a portfolio that reflects what objectives are most important to you. Our investment approach is built upon our view that risk management and wealth preservation strategies are equally, if not more important, than investment returns. As tactical allocators of wealth, we understand that risk is not a constant. To address this reality, we employ a sell discipline to proactively manage risks for our clients. By implementing a “Proactive” investment process, we believe we can achieve acceptable risk adjusted returns for our clients.


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