Maximize your financial future with strategic wealth management
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.
Personal Wealth
Company Stock
Alternatives
Business 401(k) and Retirement
Client-Focused. Transparent. Fiduciary Commitment
Konza Global Wealth Group provides personalized financial strategies to align your lifestyle with financial goals. With years of dedicated expertise, our team is committed to helping you navigate complex financial landscapes with precision and focused outcomes.
Integrity
Transparency
Expertise
Personal Wealth
Creating customized plans that focus on individual and families unique financial situation, goals, and aspirations
Company Stock Plans
Specialized strategies focusing on Net Unrealized Appreciation and other employee benefit stock plans to lower taxes and create a transition plan.
Alternative Investments
Explore the 99% of companies not listed on U.S. public stock exchanges.
Business Retirement Plans
Specialized in designing and managing business 401(k) and retirement plans tailored to meet the unique needs of employers.
Together we will create a path to achieve your financial aspirations
Our team actively manages your portfolio using tailored strategies while balancing risk and personal objectives – providing you with reports and insights to help keep you on track
Hear from those who have experienced our exceptional service.
I’ve had the pleasure of working with David Freisner and his team at Konza Global for my wealth management needs, and I can confidently say that their service is unparalleled. Unlike other firms that often resort to a one-size-fits-all approach, Konza Global tailors strategies specifically to fit my personal and professional financial goals. Their customized solutions, coupled with VIP-level service, make me feel truly valued as a client. David’s expertise in the field is evident, and his team’s ability to execute plans in a timely and responsive manner is commendable. I highly recommend Konza Global to anyone looking for comprehensive, personalized wealth management services.
Valerie Jennings
Explore How Our Technologies can help Create Your Success Story
Nitrogen
Nitrogen is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we align your portfolio with your investment goals and expectations. Click below to find out your risk score!
Konza Global Wealth Group Is Here to Help You
Get to know us and learn how we can help you invest and retire with confidence.
As a fiduciary, we thrive on helping others reach their financial goals. Whether it’s investing, retirement planning, or financial planning we put our clients first to help individuals achieve their desired goals and aspirations.
We’re here to help you create financial plans that look at the big picture and include unique investment opportunities tailored to your goals and risk level.
Read our blogs to learn more about us and how we can help you reach your financial goals.