M. David Goldstein CFA, CFP

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Kalorama Wealth Strategies is a fee-only investment advisory and financial planning company. Kalorama?s mission is to help LGBT individuals and allies achieve greater financial security and independence by providing independent and objective advice customized to meet the needs of each client. Whether you are seeking to create, accumulate, or preserve wealth, Kalorama Wealth Strategies can help you develop strategies to achieve your goals. Our investment advisory and financial planning services are structured on a fee-only basis so that our interests are aligned with yours. We are compensated solely by our clients and do not accept commissions or compensation of any kind from any other source. This includes transactions involving mutual funds, stocks, bonds, insurance, annuities, or any other commissioned product. Our focus is on strategies, advice, and client service, not products and sales. You can rest assured that any strategy we recommend is in your best interest. Kalorama specializes in the development and implementation of investment and retirement plans, and the prudent management of assets, the essential building blocks necessary for you to achieve your financial goals. Kalorama can also assist you with other aspects of your financial plan, including cash flow management and net worth analysis, insurance review, tax analysis, and estate plan review. Initial consultation is complimentary.

davidgoldstein2.png 9 months ago
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