Our dedicated team of financial professionals provides comprehensive personal wealth solutions, company stock strategies including net unrealized appreciation (NUA), alternative investment opportunities and business retirement plan advisory services. Experience exceptional client service, transparency and confidence in achieving your financial goals.
Konza Gloabal Wealth Group provides personalized financial strategies to meet your unique needs. With years of dedicated expertise, our team is committed to helping you navigate complex financial landscapes with precision and focused outcomes.
SERVICES
We’ll create customized plans that focus on individual and families’ unique financial situations, goals and aspirations.
We will work with you to create specialized strategies focusing on Net Unrealized Appreciation and other employee benefit stock plans to minimize taxes and create a transition plan.
Explore the 99% of companies and wealth-building opportunities not listed on U.S. public stock exchanges.
Our team specializes in designing and managing business 401(k) and retirement plans tailored to meet the diverse needs of employers.
This writing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation regarding any securities transaction, or as an offer to provide advisory or other services by Konza Global Wealth Group in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction.
The information contained in this writing should not be construed as financial or investment advice on any subject matter. Konza Global Wealth Group expressly disclaims all liability in respect to actions taken based on any or all of the information on this writing.