Kimsa Employee Directory

Financial ServicesOregon, United States2-10 Employees

Kimsa is a financial services firm that emphasizes comprehensive wealth planning, integrating insurances, investments, trusted advisors, and wealth transfer planning into a holistic strategy. The aim is to help affluent personal and business clients clarify their futures, understand risks, and make coordinated, well-informed decisions that affect their whole wealth story. Based in Portland, Oregon, the company positions itself as a trusted advisor and advocate dedicated to long-term client relationships across generations, guided by a thoughtful process and emphasis on clarity, economic mindset, and decisive action.

Operating within the financial services industry, Kimsa highlights a collaborative approach to wealth management, seeking to distress conventional single-solution advice by weaving multiple assets and advisory elements into a unified plan. The firm’s model focuses on delivering quality solutions at moments that matter, with an emphasis on human, capital, and environmental assets, and on aligning client priorities with actionable steps. The organization works with a small team and positions itself as a local partner capable of guiding ongoing financial decisions for its clientele.

Sign up for free to view info

Company overview Email format