Kirtland Financial Management, located in Coral Gables, Florida, is an independent investment adviser dedicated to serving high-achieving individuals and families with sophisticated wealth management strategies for over 25 years. The firm is committed to collaboration, proactive service, and stewardship, ensuring careful and responsible management of clients' wealth guided by personalized financial plans.
Specializing in investment management, retirement planning, estate planning, philanthropic planning, and risk management, Kirtland Financial Management operates under the principles of anticipating client needs and taking proactive action. The firm emphasizes compliance with regulatory requirements while providing tailored investment advice and services to its clients.
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