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/

A strong financial plan isn’t just about protecting assets—it’s about using them with purpose. This article explains how...
06/23/2026

A strong financial plan isn’t just about protecting assets—it’s about using them with purpose. This article explains how retirees can approach spending with confidence instead of guilt.

For some people, spending the money they've saved in retirement can be the most difficult part of the process.

Today we celebrate the dads and father figures whose impact lasts a lifetime. 💙We’re proud to highlight our very own And...
06/21/2026

Today we celebrate the dads and father figures whose impact lasts a lifetime. 💙

We’re proud to highlight our very own Andrew and Michael Wolff — a father-son duo here at KM Capital.

Wishing you a Happy Father’s Day filled with family, appreciation, and meaningful moments.

Today we recognize Juneteenth, a day of reflection and progress. U.S. financial markets are closed in observance of the ...
06/19/2026

Today we recognize Juneteenth, a day of reflection and progress. U.S. financial markets are closed in observance of the holiday.

Philanthropy benefits from an intentional pause and a fresh lens 🧭From clarifying intent and priority causes to coordina...
06/18/2026

Philanthropy benefits from an intentional pause and a fresh lens 🧭

From clarifying intent and priority causes to coordinating giving with income, liquidity events, and tax exposure, thoughtful philanthropy deserves regular review. As impact and alignment evolve, so should next steps.

Learn more about how we support integrated planning: https://www.kmcg.com/services

06/17/2026

🔍 From economic updates to market reactions, this week brought key developments worth noting. Here’s the recap 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...

As significant wealth shifts across generations, thoughtful planning becomes increasingly important. This article examin...
06/16/2026

As significant wealth shifts across generations, thoughtful planning becomes increasingly important. This article examines how a more intentional approach can help ensure wealth is aligned with long-term values and objectives.

Women are inheriting trillions in the Great Wealth Transfer, yet four in ten have no giving plan. Learn how to give strategically and make your philanthropy count.

Running a business means staying proactive. A mid‑year financial check‑in can help business owners assess performance, m...
06/11/2026

Running a business means staying proactive. A mid‑year financial check‑in can help business owners assess performance, manage cash flow, and refine strategy for the months ahead.

Learn more about our business planning services.
👉 https://www.kmcg.com/services

06/10/2026

✅ Catch up on the most notable market developments and research‑driven insights helping investors stay informed this week.

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...

Lasting wealth extends beyond building a successful business—it requires thoughtful coordination across investments, tax...
06/09/2026

Lasting wealth extends beyond building a successful business—it requires thoughtful coordination across investments, tax strategy, and long-term planning. This piece explores where even highly successful business owners can overlook opportunities. Read more for insight.

At some point, every business owner may face the same realization: The business that created their wealth may also be the biggest risk to it.

📍 The midpoint of the year is a great time to pause and reassess.This roadmap walks through important financial touchpoi...
06/04/2026

📍 The midpoint of the year is a great time to pause and reassess.

This roadmap walks through important financial touchpoints to help you review progress, identify opportunities, and refocus for the rest of the year. If you’d like personalized guidance along the way, we’re ready to connect.

https://www.kmcg.com/contact

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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