Our Services

Securities America Advisors / KPM Asset Management, Inc. is a personal service oriented firm involved in all phases of capital accumulation and wealth management.

Our advice is based on fee for service. In addition to investment advice and managed accounts, we offer various administrative functions for trusts and retirement plans. We have extensive experience in assisting with planning for aging parents.

Your attorney or accountant is invited to assist in any planning issues that require additional advice such as estate settlement or income tax planning. We do most of the work for you with your required approval.

You can use our services as an ongoing relationship or on a one time as needed basis.

Your objectives may include financing a comfortable retirement, your child's education, supplementing your income, and/or many other goals that you believe may bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable.

We take great pride in our sound, consistent advice and service.

Estate planning includes establishing enduring legacies for your heirs and charities. We work with individuals and families to ensure that their wealth is passed on in accordance with their intentions and values. This includes reducing administrative expenses, as well as federal and state taxes. Securities America does not provide tax or legal advice. Please consult a professional for your specific situation.

If you already have legal documents such as wills, trusts and powers of attorney, we can review them with a fresh, experienced eye and suggest changes to meet new needs or circumstances. You're the boss-We work for you!! Securities America does not provide tax or legal advice. Please consult a professional for your specific situation.

Securities America & KPM Asset management, Inc are not affiliated.

Securities America Form CRS

All information on this site is for informational purposes only. Opinions expressed are solely those of Kenneth P. Mascari. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered through Securities America Advisors Inc., a registered investment advisory firm , Kenneth P. Mascari Investment Advisor Representative. The presence of this web site shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services. Securities are offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC.

KPM Asset management, Inc. and Securities America companies are not related.

CA Insurance License 0776550

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. 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.