Welcome to the Kilgour Group Private Wealth Management
Everyone has a passion. Ours is to make a difference. We simplify complex financial situations by creating a personalized financial plan with clear strategies to help you reach your goals. Our financial plans are comprehensive, interactive and continually adapt to your changing needs. Our goal is to remove the stress of managing finances and give clients the opportunity to enjoy their wealth now, protect it in the future, share it with loved ones or make a charitable donation.
Our team has an insatiable need for education, which allows us to continually improve the service we provide. Due to our unique experiences and interests, we have attained differentiating designations in business exit strategies and philanthropic planning. We are uniquely positioned to prepare business owners with a business exit strategy and retirement plan. And for those who wish to participate in charitable giving, we also have the expertise to help clients meet philanthropic goals in financially savvy ways, including options through the IG Charitable account.
The mark of a good advisor is someone who can take the most sophisticated and complex plan, implement it and communicate it at the level that clients can appreciate. I love the feeling of helping someone see the impact of tax planning on their personal life. - Lindsey Kilgour
Certified Exit Planning Advisor professionals
When business owners have had enough, do they have enough?
As Certified Exit Planning Advisor professionals, we can help synchronize your personal, financial and business plan, so you can successfully prepare and transition to retirement.
In 2021, Jacob and Lindsey also completed the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. It was a goal of ours to complete this designation so the Kilgour Group can continue to expand and improve upon the service that we provide our clients. We believe that our knowledge and expertise in this area will add tremendous value to business owner clients. It will allow the Kilgour Group to be an integral piece of a business owner’s advisory team to ensure that business interests are completely synchronized to the overall personal financial plan, which will ultimately lead to a successful transition to retirement. We can help you understand when enough is truly enough, and we look forward to working with business owners to make successful retirement a reality.