About The Kemington Group
At The Keminton Group, we are more than just a financial services boutique – we serve as your client-focused independent and dedicated partner in wealth management. TKG specializes in designing, implementing, and managing bespoke financial solutions for individuals and families of substantial wealth. Every service we offer is tailored to your unique circumstances and future needs. We strive to simplify the complexities in your financial world, while keeping your interests at the heart of our operations.
As a multi-family office, TKG caters to the needs of wealthy clients, providing sophisticated and specialized planning services. Our clients typically seek unbiased advice with tailored recommendations, improved after-tax investment results, assistance with wealth transfer to the next generation, wealth protection, and a reduction in time spent overseeing their affairs. TKG will provide all of this and more through our all-encompassing personalized fee-based Wealth Management Process, offered in essentially the same manner to all clients.
We proudly provide "A Strategic Approach to Wealth." We are here to introduce resources addressing all facets of your lifestyle, helping you navigate your financial journey with confidence and ease.
Our Mission & Values
Our mission is to streamline the financial complexities you face daily, striving to make your tomorrow secure and prosperous. TKG will always pride itself on our core values, which define who we are and set the standard for the high-end, client-focused services you can expect from us.
We strive to deeply understand our clients and represent their interests fairly throughout the planning process, treating them with respect, loyalty, and responsiveness. Integrity tops our list of priorities, and we commit to avoiding any activity or association that could negatively impact ours or our clients' reputations. We strongly believe in teamwork, offering assistance to our clients wherever and whenever needed by encouraging them to reach out with any concern. Our firm works collaboratively to deliver customized unique and creative solutions tailored to each client's needs.
Advantages We Can Offer
The Keminton Group's planning model offers a holistic strategic approach to address clients' diverse needs effectively, providing comprehensive advisory services through deliberate analyses. Our commitment to independence and objectivity ensures unbiased decision-making, establishing trust as an advisor. With over a decade of experience in wealth management, TKG operates at the forefront of the profession, continually advancing to enhance clients' wealth growth in dynamic markets. Additionally, with focus on wealth management extending across generations, catering to families and future dynasties. Because we are positioned for proximity to clients and talented money managers, our geographic reach enhances service delivery and client satisfaction.
A Look Into Our Team-Player Approach
In a profession where networking and referrals are standard, it is extremely important to us to provide first-class services to our clients in the form of experienced licensed and talented advisors such as Attorneys, CPAs, Money Managers, and partnered Insurers. To promote satisfaction, we have established significant relationships with professionals whom we deem to be a necessary ingredient towards the development of your financial future. You can be put at ease knowing that your issues will be addressed in a timely, professional, and private manner.
We believe in consistent open and honest communication, and we provide complete transparency throughout our process. When you decide to work with The Keminton Group, your experience may look similar to the following steps:
Step One: Evaluate Needs
Our journey begins with understanding you. We take the time to learn about your financial goals, lifestyle, risk tolerance, and investment preferences. This comprehensive evaluation of your needs forms the foundation for our tailored financial advice.
Step Two: Coordinate Teams
Upon understanding your unique needs, we assemble a team of financial professionals who specialize in different areas of your financial planning. This team will work in unison to ensure all aspects of your financial plan are seamlessly integrated.
Step Three: Design Plans
With your needs in mind and a dedicated team in place, we customize a personalized financial plan. This plan includes investment, tax planning, estate planning, risk management strategies, and any other elements relevant to your financial health.
Step Four: Review Options
Before proceeding, we present you with the proposed financial plan and discuss all options in detail. This step ensures you are well-informed and comfortable with the strategies we propose, enabling you to make confident decisions about your financial future.
Step Five: Execute Strategy
Once we have your approval, we put the financial plan into action. This involves setting up your investment accounts, implementing your investment strategy, and coordinating with other professionals for aspects like estate planning and tax management.
Step Six: Monitor & Review
After executing the strategy, we don't stop there. We continually monitor your financial plan and conduct a thorough review after the first three months. Following this, we schedule quarterly reviews to assess progress, adjust strategies as needed, and keep you updated on your financial journey. These regular check-ins ensure your financial plan stays aligned with your goals and adapts to any changes in your circumstances or the financial landscape.
Our client-focused approach ensures that you will always be at the center of our process. We are committed to guiding you every step of the way on your path to financial success. Contact us today to schedule an appointment with us and take the next step towards feeling comfortable and confident in your financial future.
Meet the Team
Who You'll Be Working With
Dirk E. Russell
Chairman and Chief executive officer
As the Chairman and Chief Executive Officer of The Keminton Group, my expertise lies in wealth management, particularly in family consultation. Before founding The Keminton Group, I worked as an independent advisor, focusing on individuals with significant wealth. Drawing from my background in accounting, financial analysis, portfolio management, and structured methodologies, I have shaped the practices of The Keminton Group. My main goal is to provide unbiased investment advisory services and assist clients in managing their family foundations, trusts, and estate planning entities meticulously. I prioritize thoroughness in planning, leaving no detail unaddressed.
I emphasize understanding clients' asset management and lifestyle needs, connecting them with licensed and talented service providers. I emphasize collaboration among clients' advisors, such as attorneys and accountants, to ensure a cohesive structured approach. With nearly a decade of experience working with domestic and international individuals and families, I am dedicated to guiding high-net-worth clients; founders, families, professional athletes, entertainment artists and entrepreneurs, entities; trusts, estates, and foundations in their financial planning and management. My clientele has included athletes, artists, medical professionals, and business owners from various industries.
I have crafted intricate estate planning cases and asset allocation strategies for clients, presented at family retreats on intergenerational planning and governance topics. Additionally, I have conducted seminars for charities, small businesses, and local organizations, and served on not-for-profit boards. I have also contributed articles to industry publications on subjects relevant to individuals and family businesses. I graduated from Pace University, New York, NY, with a B.B.A. in Finance.
Contact Us
We Want to
Hear From You
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of TKG's foundation of success.