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NEW YORK, N.Y. /ScoopCloud/ -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Together, the combined firm will have over $4 billion in assets under management. Under the terms of the transaction, both firms will benefit from shared investment, human, technology, and physical resources.

Solaris co-founders Ralph D. Sinsheimer, Albert C. Bellas, and Stephen Brent Wells will continue in senior positions at the combined firm and will continue to manage Solaris client portfolios and relationships. They will work closely with Kenneth D. Pollinger, CEO and Co-Chairman of KFWA, James W. Fields, President of KFWA, Kenneth H. Fields, a founding partner, Co-Chairman and Chief Investment Officer of KFWA, and other investment professionals at KFWA.

"The resources of the combined firm will enable us to serve our clients even more effectively with the same high level of integrity, professionalism, objectivity, discretion and accountability that Solaris has always delivered," said Steve Wells.

"KFWA's investment, technology and wealth planning resources are very complementary to Solaris' capabilities and will help us enhance what we deliver to our clients," added Albert Bellas.

"Ensuring the ongoing continuity of Solaris' wealth management practice and consulting to non-profit institutions so that we can continue to help our clients accomplish their short-term, legacy and philanthropic goals is of paramount importance to us," stated Ralph Sinsheimer.

More information: https://solarisgroupllc.com/ and http://www.klingenstein.com/

The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.

Related link: https://solarisgroupllc.com/

NEW YORK, N.Y. /ScoopCloud/ -- Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Under the terms of the transaction, both firms will benefit from shared physical, investment, human, and technology resources. Kenneth D. Pollinger, CEO and Co-Chairman of KFWA, and James W. Fields, President of KFWA, will maintain their roles with the combined entity. Kenneth H. Fields, a founding partner of KFWA, will continue as Co-Chairman and Chief Investment Officer.

Solaris co-founders Ralph Sinsheimer, Albert Bellas, and Stephen Brent Wells will continue in senior positions at the combined firm and will continue to manage Solaris client portfolios and relationships.

"With this transaction, KFWA solidifies its position as one of the top independent Registered Investment Advisers in the country, with a commitment to delivering high-quality wealth management and personalized service," said Kenneth D. Pollinger. "We identified Solaris as an institution with a high caliber of experienced wealth management professionals who share the same client-centric approach to relationship management and stewardship of their clients' assets. We are excited and look forward to the future, with clients from both KFWA and Solaris benefiting from the enhanced resources and capabilities offered."

James W. Fields added, "The addition of Solaris allows KFWA to expand its range of investment management solutions, with Solaris' deep expertise in the creation of multi-manager asset allocation portfolios that include traditional 'long-only' asset classes as well as alternative investments."

More information: http://www.klingenstein.com/.

Klingenstein Fields Wealth Advisors (KFWA), a leading independent wealth advisor based in New York, today announced the acquisition, through its affiliate KF Group LP, of the assets of The Solaris Group, LLC (Solaris), a complementary New York-based wealth advisor. Together, the combined firm will have over $4.0 billion in assets under management.

Related link: http://www.klingenstein.com

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The Solaris Group, LLC Joins Klingenstein Fields

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