At The King Poljak Group, we take pride in our personalized approach to wealth management that has enabled us to serve our clients and their families from generation to generation. We are committed to helping you identify and reach your most important objectives with strategies designed specifically with your needs, attitudes and values in mind. And if we do say so ourselves, our credentials are impeccable:
A PhD in Economics.
Advanced industry designations like Certified Investment Management Analyst (CIMA) from the Wharton School of Business at the University of Pennsylvania and Certified Financial Planner (CFP)
Years of experience helping clients address both sides of their personal balance sheets and every aspect of their finances.
The King Poljak Group offers the personal attention you would expect from a local team of dedicated financial professionals, but we also provide access to the vast resources of Morgan Stanley, one of the world’s most respected financial services firms. This combination helps us provide our clients with the advice and guidance they need to:
Retire with confidence, not compromise
Transfer wealth to the next generation
Support aging parents without depleting a legacy
Adapt to divorce or the death of a loved one
Exit a business or start a new one
Whatever your challenges, we can help you surmount them... and always with a cohesive plan that reflects your unique circumstances, timeframe and risk tolerance.
See March On the Markets from the Global Investment Committee featuring
• "The Power of Three" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains how three separate events in the global economy are coming together to help the recovery become more synchronous and sustainable.
• "Is Winning Losing and Losing Winning?" Perhaps it is in the NBA, where the worst teams get first dibs in the player draft. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, explains how winning by losing applies to investors.
• "Tax-Free Yields Near Taxable Treasuries" Municipal bonds typically sell with yields below those of comparable-maturity US Treasury bonds because municipal income is taxed by the federal government. Now, a confluence of factors has created a situation in which tax-free bonds are yielding nearly the same as Treasuries.
Plus, more on global equities, fixed income securities, currencies and commodities.
To see timely market recap, see Cash Market Rates Snapshot.
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