Jonathan McAlister

Hi there, my name is Jonathan McAlister and I am the Certified Financial Planner (CFP®) at Kimery Wealth Management.

We are a privately owned investment advisory practice that focuses on family wealth advising and institutional consulting for individuals, families and businesses. We create highly personalized financial strategies that are designed to help preserve and grow wealth over time. We manage both the financial and emotional intricacies that come with accumulating substantial means. Our clients’ financial profiles range in scope and complexity, and they appreciate our institutional style investment approach which produces sophisticated financial plans tailored towards their goals. The team at Kimery Wealth Management delivers savvy advice and refined investment strategies across multiple individual, trust, and estate entities to our clients. We also work with our clients to do tax planning/preparation, estate planning, alternative investments such as private credit and private equity, and additional family office services.