Kevin Krisowaty
Wealth Advisor, Bernstein
Advises business owners, entrepreneurs, and founders from Bernstein in Miami on wealth and investment strategy before, during, and after the sale of a business. He has 25 years of experience in the field.
- Services
- Investment Oversight, Wealth Structuring
- Focus
- Multi-Asset
- Geography
- North America
- Cities served
- Miami
- Client size
- Business owners and founders before, during, or after the sale of a business
- Based in
- Miami, FL
- Firm size
- 20+ advisors
- Languages
- English
Kevin is a Wealth Advisor at Bernstein in Miami. His clients are business owners, entrepreneurs, and founders who plan to sell a business or have already sold one. He works with them before, during, and after the sale, and often starts years before an exit.
He has 25 years of experience. His aim is to make sure nothing is missing from a client's planning that could harm them, and nothing is missing that they should be using. He has found that most new clients believe their financial affairs are in good order, and that a one-hour review usually shows several areas their previous advisor had not covered. These may be wealth strategies, investment strategies, or the planning around the sale of the business. He also shows clients what other people in their position are doing.
Family office consultants, investment bankers, CPAs, and M&A attorneys introduce Kevin to their existing and prospective clients.
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