KH Private Wealth

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KH Private Wealth

That’s why we formed the Karrh Wealth Management Group: to provide services and build long-term relationships based on trust with high-net-worth families.

Kevin Karrh, CIMA, CFP, Managing Director/Investments; Branch Manager
Zach Hope, CPWA, CPFA, Financial Advisor Associate
Geri Dvorak, Sr Registered Client Service Associate
Carson Zumwalt, Client Service Associate
Sarah Stuart, Client Service Associate
Tyler Von Richter, Client Service Associate

Hours: Monday – Friday 8:00 AM – 4:30 PM

You deserve a wealth management team that can adapt to

the ever-changing markets and guide you through even your most complex financial matters. Let us help you develop a long-term plan that not only addresses your investments, but also your estate planning, trust, retirement planning, and wealth transfer needs. We primarily serve affluent families who are interested in wealth management aspects of family office services; however, we also work closely with business owners and individuals. Our goal is to a gain a deep understanding of your overall financial situation, addressing cash flow, asset management, legacy planning, philanthropy goals, and tax review needs. After hours by appointment only.
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05/28/2026

When you’ve been married to someone for nearly three decades, you know exactly who they are.

You see the integrity they bring to everything.
The way they lead.
The standard they hold themselves to, at home and at work.

That’s why being part of K|H Private Wealth isn’t just a professional decision for me. It’s a personal one.

I’ve had a front-row seat to what this firm was built on.
The level of care.
The attention to detail.
The responsibility this team feels for every family they serve.

It’s not something that gets turned on for client meetings.
It’s who they are.

I’m proud to be part of it.

“What makes this firm different is the people behind it.”

05/26/2026

This week’s market environment continues to be shaped by five key themes:

1. Growth is holding, but inflation remains the challenge
The economy continues to expand steadily, but inflation remains above target and the Federal Reserve is not yet in a position to ease policy.

2. Energy is driving the macro environment
Elevated oil prices and geopolitical tensions are keeping inflation pressures higher around the world and forcing central banks to remain restrictive.

3. Artificial intelligence continues to reshape the economy
AI is accelerating productivity, investment, and earnings growth across industries, with adoption expanding globally.

4. Markets are strong, but increasingly concentrated
Equity markets have rebounded, though leadership remains narrow with investors rotating toward semiconductors and away from software.
5. Fixed income is becoming more attractive again
Higher quality bond yields are creating meaningful income opportunities as institutional demand remains strong.

Bottom line:

Markets are balancing resilient growth with persistent inflation. That combination can create volatility, but also opportunity for disciplined, long-term investors.

05/25/2026

Today we honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

Their courage, service, and commitment to something greater than themselves will never be forgotten.

From all of us at K|H Private Wealth, we are grateful.

05/19/2026

We’re pleased to welcome Megan McAtee to K|H Private Wealth as a Client Service Associate.

Megan joins the firm with prior experience supporting clients within the RIA space, along with her Enrolled Agent (EA) designation, bringing valuable tax and client service experience to our team.

At K|H, we believe an elevated client experience begins with exceptional people. Megan’s professionalism, attention to detail, and commitment to thoughtful service reflect the standard we strive to deliver to the families we serve.

As we continue building a modern private wealth firm centered around intentional advice and long-term relationships, we are excited to have Megan join the team.

Thoughtful service. Intentional relationships.

05/18/2026

Five things that matter in the market this week:

1. AI is now driving real economic impact
It is showing up in earnings, spending, and growth.

2. This is a narrow market
A small group of companies is doing most of the work.

3. Growth is steady, inflation is sticky
The economy is holding up, but cost pressures remain.

4. Geopolitics still matters
Trade tension and energy risk remain in play.

5. Momentum is strong, but not permanent
Sentiment is elevated, which often leads to more volatility.

These five themes are shaping how we're thinking about portfolio positioning right now. If you're curious how they apply to your specific situation, let's talk.

khprivatewealth.com

05/13/2026

In wealth management, the big moments get the attention.

But trust isn't built in the big moments. It's built in every phone call returned, every transaction handled correctly, every time a client reaches out and someone is already on it.

At K|H Private Wealth, that's not an aspiration. It's the standard we hold ourselves to every single day.

"It's not one great interaction that earns trust. It's showing up the same way every single time."

khprivatewealth.com

05/12/2026

Kevin Karrh and Zach Hope attended the Franklin Templeton/Indivisible Partners Emerging Trends Conference in New York last week, where Kevin participated in a panel discussion focused on the practical application of AI in wealth management and the continued evolution of advisory firms.

The conversation reinforced an important theme emerging across the industry: technology should enhance the client experience while supporting deeper relationships and more thoughtful advice.

At K|H Private Wealth, we believe staying on top of emerging trends and evolving tools is an important part of serving clients well.

Excited about what’s ahead in wealth management.

05/11/2026

Five Things Investors Should Know This Week:

1. Markets are calm on the surface, unsettled underneath.
Indexes look stable, but individual stocks are moving more than usual. That’s a sign investors are debating winners vs losers, not panicking about the economy.

2. The economy is still growing, but inflation is not cooperating.
Growth remains resilient, helped by AI investment and business spending, while inflation stays “sticky.” This keeps the Fed cautious and patient.
3. Rate cuts are looking later, not sooner.
Major banks are pushing expected rate cuts toward late 2026 or even 2027. The message: rates can stay higher as long as growth holds up.

4. Companies are building, not buying back stock.
Corporate America is spending heavily on factories, data centers, and AI infrastructure. Buybacks have slowed, especially among big tech.

5. Energy remains the wildcard.
Oil prices have cooled recently, which helps markets. But geopolitical risk still matters because energy feeds directly into inflation.

Bottom line:
This is still a constructive market, but one where discipline matters. It’s not about chasing headlines. It’s about staying diversified, risk‑aware, and patient.

05/06/2026

The families we work with have built something meaningful.

That doesn't happen without intention. And it doesn't stay that way without someone paying close attention.

At K|H Private Wealth, every family has a team who knows their full picture. Not just the portfolio, but the entities, the transitions, the conversations that matter. A team that coordinates the details, so nothing gets missed and every decision moves forward with clarity and purpose.

"The families we serve didn't get here by accident. They have a team fully committed to knowing every detail of their world."

If that's the kind of relationship you're looking for, let's connect.

05/05/2026

Five Things That Matter this Week

1) The economy isn't breaking. It's slowing.
Growth is cooling while inflation stays sticky on energy. That's a late-cycle setup, not a recession and underlying inflation outside energy is actually stabilizing.

2) Earnings are strong, but leadership is narrow.
A handful of stocks are doing most of the work. History says that usually means volatility rises before returns fade. Add in stretched investor positioning, and markets are more sensitive to surprises.

3) AI spending is real and accelerating.
Big tech capex is translating into actual revenue, not just hype. This is a long-term productivity story that will likely keep shaping market leadership.

4) Energy and gold strength is about inflation, not fear.
This looks like protection against higher prices, not panic. Credit spreads are tight, funding markets are calm — none of the cracks that typically precede a downturn.

5) Diversification is doing its job.
Commodities, gold, and parts of fixed income held up during recent volatility. Diversified portfolios are behaving exactly as they should when uncertainty rises.

Bottom line: Risk is rising, but markets are still functioning normally. Discipline beats emotion.

04/29/2026

Most wealth conversations focus on accumulation.

The ones that matter most focus on durability.

What happens to what you've built when markets shift? When a business transitions? When the next generation steps in?

At K|H Private Wealth, we don't just manage portfolios. We architect structures designed to hold across market cycles, family transitions, and generations. That's the work behind the Wealth Playbook. That's the standard we hold ourselves to for every family we serve.

"Wealth isn't just what you build. It's what survives the decisions you haven't made yet."

If you're thinking beyond this quarter, let's talk.

Address

Dallas, TX

Telephone

+19722142808

Website

https://www.thewealthplaybook.com/

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