Using Academic Research & Theory to BuildIntelligent Investment Plans

We are a Minneapolis-based fiduciary advisor who has discovered a better way to safeguard financial futures and realize dreams.

Meet Steve Klane, CPA/PFS, MPAWealth Advisor

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Klane Wealth Management, LLC was founded by Steve Klane MPA, CPA/PFS in 2003 to provide clients with holistic wealth management that integrates income tax advice and planning, estate tax advice and planning, and investment advice and planning.

After counseling clients as a CPA tax advisor for over 20 years, Steve became licensed as a Register Investment Advisor in order to offer clients an academically–based approach to growing and maintaining their wealth throughout their lifetime.

By providing clients with sophisticated tax and estate planning compliance, advice, and planning, Steve offers his wealth management clients a highly valued combination of professional skills that few  investment advisors can offer.

 
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long-term strategic PartnershipsOur Alliances


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Klane Wealth Management is a member of The BAM ALLIANCE. The BAM ALLIANCE is a community of more than 140 independent wealth management firms located throughout the United States — united in belief and in practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams:

We believe in delivering unbiased, transparent, evidence-based advice. We believe every investor is unique — requiring custom, comprehensive wealth management solutions. We believe that doing what’s best and doing what’s right should be one and the same.

Our principles and approach stand in sharp contrast to many in the financial services industry who prefer to play a rigged Wall Street game, often putting their own interests ahead of their clients’. That is not how it works within The BAM ALLIANCE. We believe that by putting our clients’ interests first, we achieve more together.

Attracted to our unbiased advice, our evidence-based approach to low-cost investing and our ability to deliver on the promise of true wealth management, more than 15,000 investors have become clients of independent BAM ALLIANCE wealth management firms across the country, representing more than $32.66 billion of collective assets as of December 31, 2017.


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Our passive asset class investment approach is translated by Dimensional Fund Advisors (DFA) into an array of mutual funds, each of which is rigorously designed to capture a particular “dimension” or asset class within a globally diversified portfolio. (DFA is our primary but not exclusive source for implementing our recommended investment approach, Klane Wealth Management receives no compensation from DFA for using its funds nor are we under any obligation to use them if they do not best meet your particular investment needs.)

Working years ahead of the industry, Dimensional has forged a new way to invest. The firm inaugurated its strategies in 1981 with early research into the stronger performance of small cap stocks. Later, a comprehensive analysis of stock prices worldwide deepened the strategy repertoire and set a new standard for portfolio design. This evolution reflects an abiding belief in financial science and the efficacy of capital markets.

Dimensional views markets as an ally, not an adversary. Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right—the ways they compensate investors. The firm designs asset class funds to help investors capture what the market offers in all its dimensions.

Achieving FinancialCalm and Confidence

The best financial relationships occur when your wealth advisor is interested not just in investing your money, but in investing in your life. Watch our video on helping clients achieve financial clarity, calm and confidence through the process of true wealth management.

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