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.

Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Jaime Steers has joined the firm as a Director, Wealth Advisor.

Klingenstein Fields Wealth Advisors: In Memoriam – Frederick A. Klingenstein

NEW YORK, N.Y. — The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company.

In Memoriam: John Klingenstein

NEW YORK, N.Y. — The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm. He is survived by his wife Pat Klingenstein, and children, Tom, Nancy, Andy and Sally, ten grandchildren, and one great-grandchild.

Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers

NEW YORK, N.Y. — KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.

Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering KFWA’s compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.