Gerry Klingman founded Klingman & Associates in the mid-1980s with a clear purpose – to create a wealth management firm built on achieving financial success for our clients. Our commitment to building relationships by providing highly personalized wealth advice to high-net-worth families helped spur the growth of our increasingly multigenerational client base. To ensure generational continuity, we’ve expanded our leadership team, adding specialized professionals who share our passion for service. At the same time, we’ve made significant investments in people and technology, with an eye toward empowering the next generation of Klingman leaders and advisors.

Over the years, our founding mission has expanded: we’re focused on helping our clients and their families — and the people who serve them — achieve their life’s goals and dreams.

Today, Klingman advises $3+ billion in assets backed by a purpose-driven platform that’s built to last.