Services
Explore Our Services
Let us help you reach your financial goals. Our services include Company Stock Plans, Business Retirement Plans, Personal Wealth and Alternative Investments.
Company Stock Plans
Specialized strategies focusing on Net Unrealized Appreciation and other employee benefit stock plans to lower taxes and create a transition plan.
Personal Wealth
Creating customized plans that focus on individual and families unique financial situation, goals, and aspirations
Alternative Investments
Explore the 99% of companies not listed on U.S. public stock exchanges
Business 401(k) and Retirement Plans
Specialize in designing and managing business 401(k) and retirement plans tailored to meet the diverse needs of employers
Tell us your financial aspirations, and we’ll handle the rest
Our team manages your portfolio using tailored strategies that help to maximize returns and minimize risk — providing you with reports and insights every step of the way.
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.