Welcome to the internet home of Kalorama Wealth Strategies, LLC, a fee-only investment advisory and financial planning company. Kalorama's Chief Executive Officer and Chief Investment Officer is David M. Taube, CFA, CFPTM. Kalorama's mission is to help individuals achieve greater financial security and independence by providing objective advice customized to meet the needs of each client. Whether you are seeking to create, accumulate, or preserve wealth, Kalorama Wealth Strategies can help you develop strategies to achieve your goals.
Building wealth requires long-term planning and strategies. Your time is valuable, better spent pursuing those things you enjoy. At the same time, the complexity associated with personal financial decision-making continues to intensify and individuals are increasingly responsible for planning their financial future. Constantly changing tax laws, increased market volatility, and expanding investment options make it is essential that you work with an experienced, independent advisor who can provide you with the objective guidance you need. As an independent, fee-only advisor, Kalorama is on your team.
Kalorama's investment advisory and financial planning services are structured on a fee-only basis so that our interests are aligned with yours. We are compensated solely by our clients and do not accept commissions or compensation of any kind from any other source. This includes transactions involving mutual funds, stocks, bonds, insurance, annuities, or any other commissioned product. Our focus is on strategies, advice, and client service, not products and sales. You can rest assured that any strategy we recommend is in your best interest.
The focal point of any financial strategy is the investment plan — how your assets will be invested to achieve your financial goals. Kalorama specializes in the development and implementation of investment and retirement plans, and the prudent management of assets, the essential building blocks necessary for you to achieve your financial goals. Kalorama can also assist you with other aspects of your financial plan, including cash flow management and net worth analysis, insurance review, tax analysis, and estate plan review.
Most of our clients have focused on building their careers and have not acquired the investment knowledge required to manage their portfolio. Typical questions include:
- How should I invest my money?
- How much income will I need in retirement?
- How much money will I need to save for retirement?
- When can I retire?
- How do I best use my company's benefit plans?
- What is the best way to pay for my children's education?
- How can I reduce my income tax bill?
- What levels of insurance are appropriate?
Kalorama's investment philosophy embraces leading-edge investment strategies based upon sound financial and economic principles that emphasize low costs and tax efficiency. Kalorama's financial planning process provides flexibility based upon your needs and our investment advisory process comprises state-of-the-art planning tools and long-term strategies. Our disciplined investment process for the design and implementation of your portfolio is the same approach used by institutional investors such as corporate pension funds and charitable organizations. The disciplined and sophisticated processes we use will provide you peace of mind regarding the state of your financial health.
Please review the benefits of working with a fee-only advisor. You may also want to review our frequently asked questions — FAQs. For further information or to schedule a complimentary initial consultation, please contact us.
Kalorama Wealth Strategies, LLC
2136 12th Place, N.W.
Washington, D.C. 20009
Phone: (202) 550-7262
Fax: (480) 247-5620
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