Knott will create financial plans - including pre-liquidity planning, lifestyle assessment, cash flow analysis and tax and estate planning - for the firm’s ultra high net worth clients.

The Pagnato-Karp Group oversees more than $2 billion in client assets and also offers custom stock portfolios, indexes and direct private investment opportunities.

Knott holds the Certified Financial Planner designation and is a member of the Financial Planning Association – National Capital Area.

is an advisor-owned financial services company serving high net worth and institutional clients. The company is headquartered in Chicago, IL, but has corporate centers in New York and San Francisco, CA, as well as other offices across the US.