We made the Best in Wealth Management List for 2022!

Kirk Capital Advisors is honored to be named to the 2022 Best in Wealth Management list for the Washingtonian Magazine!

This recognition is a testament to our firm’s core values: integrity, excellence, connection, and vision, while highlighting our passion for helping you and your family achieve your life goals.

You can view the Washingtonian March 2022 issue called “Our Pets” via the link: https://www.washingtonian.com/2022/02/24/march-2022-our-pets/.

Kirk Capital Advisors, LLC is a fee-only registered investment advisor. We provide comprehensive wealth management services to affluent families, entrepreneurs, and business owners. At KIRK, we believe that “family comes first” and that generational planning holds the key to reaching your life goals. Our approach to wealth management takes into consideration the unique needs of all members of your family and includes financial literacy, education, and investment coaching for younger generations. At Kirk Capital Advisors, each and every interaction with our team is extremely personal and unique to you and your family. 

Visit us at www.kirkcapitaladvisors.com to learn more.

Washingtonian Magazine, Best in Wealth Management (Volume 57, Issue 6: February 24, 2022): 108. https://www.washingtonian.com/2022/02/24/march-2022-our-pets/

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With consumer prices surging to a four-decade high over the past year, uncertainty about when inflationary prices may ease makes the concept of stretching your dollar, or saving more money, significantly more relevant. I recently had the opportunity to discuss this exact topic during an interview with Lindsey Mastis on her ABC 7 show, “The Wellness Desk.” Read more here…

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When you are a parent, you want your children to have the most financial success possible. Influencing them to take steps to save, as soon as they begin earning income, will benefit their future finances even further. The first step that your child can take, once they’ve started earning income, in high school or college, is to fund an Individual Retirement Account. Learn more here…

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The crisis in Europe is truly different and navigating it requires all of the facets of sound investing cited above. Russia’s invasion of Ukraine has thrown financial markets into disarray, and by all measures, the outcome is highly uncertain. This exercise helps us pivot in the right direction with confidence, once we are able to clarify and combine unknown information with known information. Read more here…