Individual Services  |  Wealth Management

We KNW how to preserve wealth

Multigenerational families and high net worth individuals come to us for our knowledge, our candor, our ability to collaborate with other family advisors, and our overall expertise beyond investment management.

Wealth Management

We understand you have unique, delicate and complicated needs. We will start by gaining an understanding of your values, goals and priorities. Then we give you an in-depth analysis of assets, potential risks, estate plans, taxes, insurance, cash flow and business ownership. This approach helps us deliver an exclusive experience with personalized attention and customized solutions.

The KNW Group Wealth Management team provides:

  • Investment management
  • Financial and estate planning
  • Risk management
  • Tax guidance and coordination
  • Insurance strategy
  • Philanthropic planning
  • Ongoing education and communication

Have Questions? Contact Us.

Contact KNW

Get to KNW our team

  • Todd Witcraft, CPA, PFS

    Managing Partner, Wealth Management

  • Ben Clymer, CFP®

    Managing Partner, Private Client Group

  • Steve Jans

    Managing Partner, Financial Wellness

  • Billy Gese

    Senior Financial Advisor, Wealth Management

  • Jim Delamater, CLU, ChFC

    Partner, Wealth Management

KNW the difference

The Wealth Management team is committed to working with a small number of families and individuals to deliver an exclusive, customized experience. Our strengths are founded in the trust we build with our clients and our collaboration with your other professional advisors. We aim to provide the best-in-class financial, tax & estate planning, investment management, risk management and financial expertise.

In the KNW News

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Wealth Management Brochure

Want to KNW more? Download our brochure to find out more today.

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