KF Group LP
June 18, 2019
The Solaris Group, LLC Joins Klingenstein Fields
NEW YORK, N.Y. — The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York….
June 14, 2019
Klingenstein Fields Wealth Advisors Acquires Assets of The Solaris Group LLC
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management….