Kpll Private Wealth Lp

★★★★☆
  • 14911 Quorum Dr #300 Suite 300

    Dallas, TX 75254

    Map & Directions
  • 972-361-3938

Finance

Finance
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I normally do not write reviews but I read a previous poster's comments and it made me ill so I thought I would provide some clarity. I know the team at Global Wealth well having been a client for over 10 years. They have helped me protect my assets, mainly from myself, and prepare for my upcoming retirement transitioning from business ownership. Both the owners of the company have lived in my neighborhood for at least 5 years and I think they both drive cars they bought used a few years back. I cannot speak to someone's gains or losses but I would imagine after my experience there is no truth to the previous post.

5
★★★★★

I normally do not write reviews but I read a previous poster's comments and it made me ill so I thought I would provide some clarity. I know the team at Global Wealth well having been a client for over 10 years. They have helped me protect my assets, mainly from myself, and prepare for my upcoming retirement transitioning from business ownership. Both the owners of the company have lived in my neighborhood for at least 5 years and I think they both drive cars they bought used a few years back. I cannot speak to someone's gains or losses but I would imagine after my experience there is no truth to the previous post.

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Invested a third of my portfolio in non-market securities. Ultimately lost almost $200,000. I would stay as far away from these guys as possible. Talked about how he bought big new house and car. He ending up making more off my investments than I did. Dropped him for Raymond James. They're worth every penny.

1
★☆☆☆☆

Invested a third of my portfolio in non-market securities. Ultimately lost almost $200,000. I would stay as far away from these guys as possible. Talked about how he bought big new house and car. He ending up making more off my investments than I did. Dropped him for Raymond James. They're worth every penny.

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0 out of 1 people found this review helpful.

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Kris and his team are incredible to work with and without them I'm not sure where we would be. Not only do they hold my hand through the ups and downs of the market but I feel confident that my kids are in the best possible hands if something ever happens to my husband and I through the estate plans we drafted. Do yourself a favor and go see them now!!

5
★★★★★

Kris and his team are incredible to work with and without them I'm not sure where we would be. Not only do they hold my hand through the ups and downs of the market but I feel confident that my kids are in the best possible hands if something ever happens to my husband and I through the estate plans we drafted. Do yourself a favor and go see them now!!

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1 out of 1 people found this review helpful.

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