For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your financial plan and stay on track for the long term.
At KFA Private Wealth Group, we understand how difficult it can be to find the time or energy to devote to necessary but overwhelming tasks such as planning for retirement. Our mission is to provide you with effective strategies for the financial challenges you face in your everyday life. By allowing us to take care of the intricacies of financial planning, investing and tax preparation, you can devote more time to your family and passions in life.
What We Do
As an independent, fiduciary wealth management firm, our mission is to provide unbiased, conflict-free financial advice and strategies that put you first, always. We make this a reality by tailoring our services and approach to your individual needs and goals and offering comprehensive wealth management so that you don’t have to lose sleep at night, worrying that something has slipped through the cracks.
Whether you want to maximize your savings, achieve financial independence, reduce your tax liability, secure your legacy, or all of the above, we coordinate with our entire team and appropriate professionals to make sure that you have a road map to your ideal future.
How We Help
Our proactive, focused, and personable approach leaves no stone unturned as we gain a deep understanding of your situation and closely listen to you in order to create a personalized financial plan that achieves your goals and objectives. Once we have a thorough understanding of who you are, what you value, and what your life looks like, we chart a way forward that mirrors your goals and sets a pace customized to your comfort level and ambition. We are committed to seeing you achieve all your objectives and finding innovative ways to make them happen.
And the best part is, this is not a one-and-done deal. We prioritize long-term relationships and are here to walk with you through whatever life throws your way. We help you adjust, adapt, and continually work toward a successful financial outcome. That’s how we change your mindset from worry to confidence.
Who We Serve
While we serve a wide range of clients—from young accumulators to pre-retirees and retirees—they do tend to have a few things in common. They are goal-oriented, high-income earners who want to make sure that every I is dotted and T is crossed in their financial lives. They want to partner with a team of financial professionals who can help them pursue a secure future. While we are located in the DC area, we serve clients across the country. Most of all, our clients are careful with their money and want to make the best decisions possible for their financial future.
The KFA Difference
At KFA Private Wealth Group, we do things differently. We don’t believe in one-size-fits-all models or pitching products that don’t benefit our clients. Our clients tell us they choose to work with us because they want a trusted relationship with a committed team that works with them to manage their entire financial life. From the minute our clients walk through our door, they know we are dedicated and trustworthy and will do anything to improve their financial well-being.
Our Goal For You
When you think of money, it’s likely your mind goes to worry and stress. We want to change that for you. In all we do, we strive to help you experience a sense of comfort and assurance about your finances. If you’re ready to partner with a team that is passionate about helping you pursue the financial future you’ve only dreamed about, schedule an appointment today by emailing firstname.lastname@example.org or calling 571-327-2222.
Tricia Lepofsky is a financial advisor at KFA Private Wealth Group, a registered independent advisory firm founded on the premise of providing conflict-free financial and investment advice. With a background in music education and opera, Tricia transitioned to the financial industry to help people understand what their money can do and feel more in control as they work toward their goals. Tricia is known for her attention to detail and her dedication to her clients and their unique financial challenges. She is passionate about building relationships with her clients and partnering with them as they walk through life’s milestones, keeping them accountable and motivated to pursue their goals. While she serves a diverse range of clients, Tricia uses her background of 18 years in the Washington National Opera and Washington Concert Opera to specialize in serving hardworking, intelligent individuals who have a connection to the arts. In her spare time, Tricia loves to travel with her husband, Mark, hike trails along the Potomac River or in the Blue Ridge Mountains, and support former colleagues by attending live performances of operas and musicals. To learn more about Tricia, connect with her on LinkedIn.