Kathmere Capital Management Has Taken Another Step in Revolutionizing Their Client Wealth Experience

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Feb 01, 2018, 10:00 ET

KING OF PRUSSIA, Pa., Feb. 1, 2018 /PRNewswire/ -- Kathmere Capital Management has taken another step in revolutionizing their client wealth experience by aligning with several powerhouse brands in the financial services industry. Each of these partnering firms – eMoney Advisor, EverPlans, Orion Advisor Services, and Riskalyze – share Kathmere Capital Management's vision of revolutionizing the client wealth experience and delivering first-class advice and service.

The Wealth360 Experience is Kathmere Capital's vision for the future of wealth management. Kathmere believes that clients are best served when advisory teams do more than just manage their investments.

"The key for wealth management firms to effectively use technology with clients is less about each individual piece of software and more about the inner connectivity and integration of these powerful tools," says Michael McDermott, President of Kathmere Capital Management. "Kathmere Capital has not only identified the tools that we believe are leaders in enhancing the client experience, but we have engaged outside experts to help us fully integrate these resources for the most seamless client experience. We are excited to share with our clients the future vision for our use of technology."

The strategic decision to partner with this core group of influential relationships allows Kathmere Capital Management the flexibility, freedom, and control needed to provide exceptional value to their clients.

"We are committed to providing our clients with the most comprehensive, personal advice and service possible," says Nicholas Olesen, Director of Private Wealth for Kathmere Capital Management. "We formed Kathmere Capital with a clear vision of how to enhance our clients' financial lives. We see these partnerships as another step towards delivering on that vision and how we will deliver our advice to our clients."

About Kathmere Capital Management

Kathmere Capital Management is a King of Prussia, Pennsylvania-based wealth management firm focused on providing investment advisory, financial planning, and retirement consulting services to individuals and corporations. Their core purpose is to bring clarity and confidence to their clients about all aspects of their financial lives, and to help them achieve and maintain a secure financial future.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Kathmere Capital Management are separate entities from LPL Financial.

Media Contact:
Matthew Lengel
Phone: 610-989-3900
Email: [email protected]

Related Links

Kathmere Capital Management

Kathmere Capital's Approach to Wealth Management

SOURCE Kathmere Capital Management