Thank you for visiting us at Broadwing Capital Advisors, a financial advisory firm that is shaping the methods of gathering, interpreting, communicating, and profiting from investment information.

 

I started Broadwing Capital Advisors in 1999 with the purpose of offering clients a more collaborative relationship than those I had witnessed at some of the larger financial services firms.  With Broadwing Capital there is no sales pressure, and you can be sure that our financial advice is based on one primary goal – meeting your financial and lifestyle objectives.

 

As a fee-based investment manager, Broadwing Capital Advisors works with you to develop a financial roadmap based on your goals.  We then develop an approach to investing that matches your goals with our capabilities, offering referrals for those services better provided by other professionals.

 

We use the Internet extensively to do research, provide interactive planning tools, and to communicate with our clients.  This approach allows Broadwing to draw from a broader range of investment resources.  At the same time it allows us to formulate and execute decisions quickly and less expensively.

 

As a Broadwing client you will have 24-hour access to information about your accounts and holdings, as well as receive quarterly performance reports and a year-end tax summary.  You will also receive a bi-monthly printed newsletter covering financial planning issues, and periodic e-mail reviews of economic trends and financial events, such as changes in the tax laws and how to take advantage of those changes.

 

At Broadwing we understand that the better informed you are the more likely you are to see your strategy through to a successful ending, and a successful client is our greatest success.

 

If you have questions or suggestions, or if you would like to set up an appointment, I invite you to call me at (415) 381-7555.

 

Sincerely,

 

Kelly D. Kane, ChFC, CFP

 

 

Click here for information on our Wealth Management Service