KURTIS POLACEK, CFP®
Investment Advisor Representative
info@kawealthadvisors.com
513-886-5444
- 7924 Jessies Way, Suite AFairfield Township, OH 45011
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Kurtis entered the wealth advisory business in 2012, following graduation from Xavier University. Through experience at multiple RIAs in Cincinnati, Kurtis became a Certified Financial Planner™ in 2015. He specializes in financial planning topics such as retirement planning, investment management, estate planning, and education funding. Kurtis is an avid sports fan, particularly as a Xavier basketball season ticket holder. He enjoys traveling with his wife, Amanda, and currently resides in West Chester, OH.
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OUR SERVICES
In a fiduciary capacity, we work to create a comprehensive financial plan that fits your desired financial outcomes.
Financial Planning
We focus on our client's goals and objectives using a client facing platform so you know exactly how we manage your wealth.
Wealth Management
We take an individual approach to retirement planning, putting your dreams and aspirations ahead of all else.
Retirement Planning
We are committed to creating wealth that will seamlessly transition in a manner that is consistent with your core values.
Legacy Planning
We are committed to providing you the right advice based on your entire situation to find solutions that are best for you.
Tax Planning
We work with you to find the right type and quantity of insurance to protect your family, estate, and/or business.
Insurance
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