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Jun 14, 2019, 16:39 ET Klingenstein Fields Wealth Advisors Acquires the Assets of The Solaris Group, LLC

Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its...


May 20, 2019, 12:53 ET Jaime Steers Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to...


Jan 07, 2019, 15:53 ET Klingenstein Fields Wealth Advisors: In Memoriam - Frederick A. Klingenstein

The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus....


Aug 21, 2018, 14:41 ET In Memoriam: John Klingenstein

The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members ...


Jun 28, 2018, 01:15 ET Klingenstein Fields Wealth Advisors (KFWA) Ranked in Financial Times (FT) 2018 Top 300 Registered Investment Advisers

KFWA is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top...


Jan 18, 2017, 15:26 ET Maria Chambers, IACCP®, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to...


Jun 03, 2016, 02:00 ET Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family's Philanthropic Goals

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held...


May 31, 2016, 01:42 ET Klingenstein Fields Wealth Advisors Participates in a Day of Service

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently...


May 11, 2016, 04:25 ET Klingenstein Fields Wealth Advisors' SVP Jonathan B. Roberts, CFA, CIC, Delivers Opening Remarks at Investment Adviser Association's 2016 Annual Leadership Conference

Jonathan B. Roberts, Chief Compliance Officer and Senior Vice President at KFWA (Klingenstein Fields Wealth Advisors), a leading wealth management...


Apr 19, 2016, 03:15 ET Lacey Johnson, CFP®, Joins Klingenstein Fields Wealth Advisors as Director, Wealth Advisor

Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to...


Nov 23, 2015, 04:59 ET Klingenstein Fields Wealth Advisors releases publication on alternative investments

Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many...


Aug 26, 2015, 08:00 ET Klingenstein, Fields and Co., LLC Rebrands as Klingenstein Fields Wealth Advisors

Klingenstein, Fields & Co., L.L.C. today is now operating as "Klingenstein Fields Wealth Advisors" as part of a recent rebranding initiative. The new ...