KM Capital Group

KM Capital Group We personalized wealth management & financial planning firm specializing in building wealth across generations. A registered investment advisor.

Securities and Advisory services offered through LPL Financial. Member FINRA/SIPC, www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: https://www.kmcapgroup.com/

The calendar may say there's still time left in the year, but many important financial deadlines arrive faster than expe...
09/01/2026

The calendar may say there's still time left in the year, but many important financial deadlines arrive faster than expected. ⏳

A little planning now can help you stay organized, evaluate opportunities, and avoid the stress of year-end decision-making. Discover 8 areas worth reviewing before Q4 is in full swing.

Preparing during the fourth quarter to review your plans, make decisions, and take appropriate actions may help manage year-end financial planning. Early fall is a practical time to review your finances, organize your records, and look ahead to deadlines that could arrive more quickly than you expec...

A strong financial plan includes more than building wealth—it also involves protecting what matters most. 🔍Take this sho...
08/27/2026

A strong financial plan includes more than building wealth—it also involves protecting what matters most. 🔍

Take this short quiz to evaluate your current protection strategy and identify areas that may deserve a closer look.

Learn more: https://www.kmcg.com/services

08/26/2026

Staying informed doesn't have to be overwhelming. 🌎 Catch up on the week's biggest market and economic developments with insights from LPL Research.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

A thoughtful investment strategy accounts for more than market performance alone. This article examines how investors ca...
08/25/2026

A thoughtful investment strategy accounts for more than market performance alone. This article examines how investors can position portfolios to address inflation and changing economic conditions while staying aligned with their long-term goals. Read more for insight.

Wondering how to shield your hard-earned money from rising prices? Discover the best asset classes, strategies, and inflation hedges to grow your wealth over the long term.

Financial protection isn't a one-time decision—it's an ongoing process. ✅This checklist can help you assess whether your...
08/20/2026

Financial protection isn't a one-time decision—it's an ongoing process. ✅

This checklist can help you assess whether your current strategy aligns with your family's evolving needs, responsibilities, and long-term objectives.

Learn more: https://www.kmcg.com/

08/19/2026

📊 Each week, LPL Research breaks down the market activity, economic data, and trends investors are watching. Here's your latest recap.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Protecting your wealth is important—but so is making sure it continues working for you. This piece examines the hidden c...
08/18/2026

Protecting your wealth is important—but so is making sure it continues working for you. This piece examines the hidden costs of an overly conservative retirement strategy and the importance of balance.

Being too conservative in your retirement years may cause more harm than good; as you might not take inflation or longevity into account.

How do you know if you're on track financially?It's a question many people ask—and National Financial Awareness Day is t...
08/14/2026

How do you know if you're on track financially?

It's a question many people ask—and National Financial Awareness Day is the perfect time to find the answer. Taking a closer look at your goals, savings, investments, and retirement plans can help you make informed decisions and feel more confident about your future.

Let's start the conversation. Contact our team today: https://www.kmcg.com/contact

08/12/2026

A new week brings new market trends to watch. Catch up on the latest movements, headlines, and investor insights. 📈

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

As more business owners approach retirement, a significant wealth transfer is underway. Learn why acquisition entreprene...
08/11/2026

As more business owners approach retirement, a significant wealth transfer is underway. Learn why acquisition entrepreneurship is growing and what sellers can do to position their businesses for a successful transition.

Millions of small business owners are preparing to exit. Discover why acquisition entrepreneurship is creating a new generation of business buyers.

Address

3010 Westchester Avenue, Ste 200
Purchase, NY
10577

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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