KBK Wealth Management Partners with New York Restoration Project
For every new client referred, KBK Wealth Management will now be donating a tree on behalf of the referrer.
New York, New York (PRWEB) May 06, 2013
KBK Wealth Management, an independent financial planning and investment firm located in Midtown Manhattan, has partnered with New York Restoration Project to help reclaim and restore New York City’s parks, community gardens and open spaces.
Since the organization’s founding by Bette Midler in 1995, New York Restoration Project has achieved dramatic results by investing in greening underserved communities throughout New York City’s five boroughs. “After seeing the positive impact NYRP was having throughout the city, we wanted to find a way to get involved. After speaking to the team at NYRP, we thought we could make a bigger impact by creating a firm initiative,” stated Michael Kessler, partner at KBK Wealth Management.
KBK Wealth Management approached NYRP about a corporate partnership and launched their “Client Referral Program” on December 1st 2012. In addition to a monetary contribution to New York Restoration Project, KBK Wealth Management has agreed to plant a tree on behalf of any person that refers a client to KBK Wealth. “The gift of a tree is much more personal than a traditional thank you card or gift basket. Aside from the tree being planted in their name, every person that refers a client to us will receive a personalized certificate and the knowledge that they will forever have a bit of their legacy flourishing in New York City.”
On April 16th 2013, the advisors and employees of KBK Wealth Management spent the day volunteering in Highbridge Park in Northern Manhattan. “We’re happy to work with KBK Wealth Management on this mutually beneficial partnership to support the work we do in the city,” said Amy Freitag, Executive Director of NYRP.
The partnership with NYRP is just one of many community initiatives that KBK Wealth has planned for 2013. “Charity and community involvement have always been at the core of our firms values. Throughout 2013, we will be continuing to grow and foster our non-profit relationships,” stated Michael Kessler.
About KBK Wealth Management
Headquartered in New York City, KBK Wealth Management has been providing clients with an independent and unbiased approach to financial planning for over 25 years. The financial advisors at KBK Wealth Management have a profound understanding of their clients core values, risk tolerance and life objectives. They take great pride in their highly personalized service.
The management team at KBK Wealth is comprised of seasoned experts, each of whom has earned advanced professional and industry accreditation that include the CFP® certification, as well as AIF® and CPA designations.
Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser.
About New York Restoration Project
Founded by Bette Midler in 1995, New York Restoration Project (NYRP) is a non-profit organization dedicated to transforming open space in underserved communities to create a greener, more sustainable New York City. Unlike traditional conservancies that care for a specific place, NYRP is the only New York City conservancy that works citywide, bringing private resources to spaces that lack adequate municipal support. NYRP is also the leading private partner of the City of New York in MillionTreesNYC ”“ an initiative to plant and care for one million new trees throughout New York City’s five boroughs by 2017. To learn more, please visit http://www.nyrp.org.
For more information, please visit kbkwealth.com.
Contact:
Lauren Lorey
Marketing Manager, KBK Wealth Management
28 West 44th Street, Suite 1200
New York, New York 10036
212.944.8501
LaurenL@kbkwealth.com
KBKWealth.com
