The Endowment Model Specialists
your partners in
Creating & Preserving
wealth

About Us

 

 

 

 

 

 

 

Daniel and Carol Wildermuth co-founded Kalos in 1997. Today, Kalos Financial provides B/D and Investment Advisory Services to seasoned, independent, cross-licensed representatives and advisors specializing in the retirement market. Kalos enjoys an outstanding reputation with financial professionals for helping them provide their clients the best services available.

 

In all areas, we have strived to build and organize the company in the way that best facilitates identifying and providing the absolute best services and products available to our clients. The company was created with tremendous flexibility to work with a broad range of services, products and companies to provide exceptional service.

 

The Kalos Team

In forming the firm, Daniel and Carol brought with them tremendous experience and knowledge about how advisors can best serve the needs of sophisticated individual investors. The Kalos team provides outstanding investment and financial product expertise, financial risk assessment, money management skills, operational excellence, customer service distinction and know-how in money movement and securities trading.

 

Controlled Volatility

We help advisors focus on investments and strategies that limit volatility such as value oriented stocks, traded and non-traded REITs, index annuities, and other vehicles as appropriate.

 

Income Generation

Our strategies help advisors generate income or make assets available for their clients when needed without having to sell assets at a discount. Targeted and successful withdrawal and harvesting strategies are keys for optimum portfolio performance if using the portfolio for income.

 

Tax Efficiency

We help advisors focus on their client's bottom line, and employ numerous sophisticated strategies to minimize taxes including use of dividend income, limited trading, traded and non-traded REITs, annuities as appropriate, coordinated IRA withdrawal techniques, and other tax advantaged investments.

 

Kalos Financial
 

Take a few minutes to get a basic understanding of Kalos’ Modified Endowment Model – and learn how we can put it to work for you.

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Kalos Financial

Read Daniel’s latest commentary on the economy and what’s important to keep in mind, as well as an archive of past commentaries.

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Learn about our products and services that can help your business continue to grow while networking with your peers. Contact us to learn more>>

 

 

Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB.  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Kalos Financial, Inc. is licensed as an insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark. Located at 11525 Park Woods Circle, Alpharetta GA, 30005, Telephone 678-356-1100

 

Kalos Financial

Disclosure:

Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB.  Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser.  Insurance products offered through Kalos Financial, Inc., a licensed insurance agency.  These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark.

11525 Park Woods Circle ♦ Alpharetta, GA 30005 ♦ Phone (678) 356-1100 ♦ Toll free (866) 525-6726