Klingman & Associates, LLC

Equipping you to be an informed investor

We believe with knowledge comes confidence. So we’ve assembled a collection of timely information and expert market commentary designed to give you new insight into the ever-evolving financial marketplace to help you build the confidence that comes from being a knowledgeable investor. Bookmark this page and check back for regular updates.

Klingman News

Tom Klingman included in Forbes’ Top Next-Gen Wealth Advisor Rankings

We are delighted to announce that our colleague, Tom Klingman, was included in the Forbes/Shook 2020 Top Next-Gen Wealth Advisors List. This marks the first time that Tom was included on this list and is great recognition of not only Tom’s commitment and dedication to serving clients but also the quality of our entire team. We remain deeply committed to continuing to develop Klingman & Associates’ “Next-Gen” advisory team so that we can continue to service the myriad wealth management needs of our clients for generations to come.