Kimery Wealth Management, based in Memphis, is being launched as an independent financial advisory firm, Kevin D. Kimery, founder and president, announced Monday.
Formerly known as The Kimery Group, the firm was with Morgan Stanley. Kimery Wealth Management has a five-person team, including financial advisor Matthew C. Heffington. Kimery will provide financial planning, asset management, investment portfolio consulting, philanthropic giving, multigenerational wealth and estate planning, and transition strategies for high net worth individuals and their families.
Kimery will custody with Charles Schwab Inc.