Welcome to

KGE WEALTH MANAGEMENT

Services

We strive to create personalized and comprehensive financial plans

Each plan is designed and tailored to evolve and grow through a committed partnership with each client. Dedicated collaboration with other finance industry professionals, such as CPAs and Estate Attorneys, allows each plan to develop and mature to meet all stages of a client’s financial life.

Unicorn Insurance Services

Unicorn Insurance Services will make sure that you make the best choice in choosing your coverage.

College Planning

Because it’s never too early to plan ahead

Investment Planning

Your time is valuable. Let KGE Wealth Management help you set your priorities.

401 (K) Investment

Your Retirement Plan: Cash it, roll it, move it or leave it?

Corporate Services

Business choices are not always obvious, and retaining human capital is important.

Financial Planning

Communication is key.

The Company

Meet your financial team

KGE Wealth Management has built a name for itself as a trusted independent financial solutions firm. As a founding partner of KGE with over 25 years experience, Financial Advisor Keith Ellen strives to help clients meet their long-term financial goals.

Meet the team

Keith Ellen

President of KGE Wealth Management

Tom Dodd

Director of Client Services / Partner
Latest

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June 16, 2021
|General Updates

KGE Wealth Management Wishes you a Very Happy (and Safe) St. Patrick's Day

June 16, 2021
|Retirement

November 2020 Elections

June 16, 2021
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Digitally Protecting Yourself During COVID

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get started?

Our team is looking forward to hear from you.

Let's do it
5959 Topanga Canyon Blvd., Suite 250 
Woodland Hills, CA 91367
Phone: (747) 900-6817
Fax: (747) 900-6813
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© 2021 KGE WEALTH MANAGEMENT. Check the background of this firm on FINRA’s BrokerCheck,

Registered Representatives offer securities through Securities America Inc. Member FINRA/SIPC. Financial advisors offer advisory services through Securities America Advisors. Inc.
Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.” Trading instructions sent via e-mail may not be honored. Please contact KGEWM at (747)900-6817 or Securities America, Inc. at 800-747-6111 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. KGE Wealth Management, Unicorn Insurance Services, and the Securities America companies are separate entities