K & A Asset Management LLC

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In the course of providing you with advisory services, we may collect, retain, and use your information for the purpose of administering our operations, providing client service, and complying with legal and regulatory requirements. This information may come from sources such as account applications, investment policy statements, from your transactions, and other forms from other written, electronic or verbal correspondence from your brokerage, attorney, accountant or other advisor you may employ.

We provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long term goals and objectives related to total wealth management, including tax, legal, trusts and estate planning solutions. 5T Wealth often teams up with the finest lawyers and accountants to provide total wealth management solutions.

Ellumination is written and published periodically to provide clients and friends of 5T Wealth with timely commentary regarding the investment portfolio models and decisions that 5T Wealth is making relative to the portfolios. Ellumination is often full of poignant and relevant commentary on the markets and is designed to enlighten investors. At 5T Wealth we continue to receive tremendous feedback on the quality of the Ellumination newsletters, so we are proud to present them here for the benefit of our clients and friends.

5T Wealth Management offers active portfolio management to our clients. We are not "advisors". We don't recommend stocks or bonds to you. We don't try to sell you anything. Clients who work with 5T Wealth have rejected the "advisor" business model. Most of our clients hire us to manage their financial assets. But some have entered into a relationship with us so that we manage all of their wealth and focus on their entire well being. If you are interested in that concept visit our Family Office Services page. We are not traditional "financial planners" or "asset allocators".

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