About
Kleinschuster Wealth

Confident. Competent. Caring.

“Trust is the glue of life. It’s the foundational principle that holds all relationships.”

Stephen Covey

An old proverb aptly describes my approach to advice done well: ‘If you want to run fast, run alone. If you want to run far, run together.’ Clients often refer to us as ‘part of the family.’ Our sincere and collaborative approach puts us in step with their lives so we can track progress or recalibrate as needs change.

Daniel Kleinschuster

Founder & Managing Director
Kleinschuster Wealth

Our Principles

At Kleinschuster Wealth We Are:

01

Listeners

We listen first because your needs come first. Financial decisions aren’t made in a vacuum, so we cultivate a deep understanding of your life and family. This approach helps ensure our guidance is designed just for you — from the goals and tactics to the big ideas.

02

Capable & Comprehensive

Our decades of experience means we examine all angles and are able to create well-informed strategies suited for your specific needs. From building a robust investment portfolio to devising a sound legacy strategy, we work closely with you to deliver on your goals.

03

Respectful

I have a deep regard for people’s wealth creation stories. Your honest, hard work is the genesis for our journey together. I am equally inspired and motivated in my own dedication to help people secure their legacy for generations to come.

04

Responsible

Our role as financial stewards in your life is a responsibility we take very seriously. One of the &Partners advantages is our shared alignment to put our clients’ best interests first and foremost.

Better Together

The &Partners Advantage

“Our alliance with &Partners underscores our dedication to serving clients with care and excellence. We’re enhancing our capabilities and have a direct line to a team of seasoned investment professionals. We’re also strengthening our shared commitment to center solutions around you — our client. That’s the power of alignment.”