Welcome Kiewit Stockholders

The demands of a Stockholder take a huge amount of time, energy, and focus. Whether you are in the engineering group, building group, or underground, you must balance your professional obligations with the needs of your family, friends, and personal interests every day. How do you make it all work?

You may have a few advisors and sales agents assisting you already, but nobody is sitting with you in the center to keep it all together and coordinated. At K2 Wealth, we provide a one-stop-shop to handle ALL of your financial matters with white glove implementation. There is no topic that is out of bounds. We can also work with the existing advisors you want to keep, and replace the ones you don’t.

Financial Planning Services

We act as your family financial advisor providing objective strategic advice and tactical guidance on important financial matters helping you prioritize goals and determining which strategies best compliment your personal financial objectives.

Comprehensive Financial Counseling (CFC)

Service Overview Annual Fee

This is a comprehensive consulting and implementation service. We are here to serve as
your family CFO and concierge; a one-stop-shop for idea generation, analysis, decision
making and implementation. We coordinate all of your financial matters into one holistic
plan and facilitate its execution. Our job is to be proactive, not reactive.

    • Four (4) advisor meetings per year
    • Unlimited access and follow-up with your advisor between meetings
    • Implementation of all decisions made
    • Coordinate with third party providers, when necessary
    • Income Tax Preparation included (one joint return)
    • Financial planning and analysis on all topics
        • Compensation and Benefits Coordination
        • Tax Planning, Minimization and Forecasting
        • Estate Planning
        • Insurance and Risk Management
        • Investment Planning
        • Retirement Planning
        • Real Estate Financing
        • Cash Flow Planning and Debt Management
        • Everything else! There is no topic out of bounds.
    • Items Unique to Kiewit Stockholders
      • C-Stock Purchases and Maximizing Roth IRA funding
      • C-Stock Sale Tax Analysis upon retirement
      • Utilizing Kiewit stock for charitable donations; Omaha Community Foundation
        and other DAFs
      • Coordinate the stock loan program with your overall finances
      • Uncover errors on prior year tax filings
      • Recommending estimated tax payments to avoid penalties due to lumpy
        dividends and periodic I-Stock sales.

Stockholder Groups 1, 2 & 3
$9,000 ($2,250/quarter)


Stockholder Groups 4, 5 & 6
$6,500 ($1,625/quarter)

Comprehensive Financial Counseling - Half Pace

Service Overview Annual Fee



    • At a certain point you may outgrow the need to meet so frequently. When you are ready,
      migrate down to our Half Pace program. It is the same service as described above, but
      with only two advisor meetings per year.
    • Income Tax Preparation included (one joint return)

Stockholder Groups 1, 2 & 3
$6,000 ($1,500/quarter)

Stockholder Groups 4, 5 & 6
$3,500 ($875/quarter)

Investment Management Services

Let K2 Wealth build and manage a customized investment portfolio for you. You will benefit from our expertise, scale, infrastructure and experience as we design your portfolio. We incorporate all of the best in breed investment solutions into our design that includes options from both the public and private markets.

Investment Management

Service Overview Annual Fee



    • Fiduciary management and oversight
    • Rigorous investment research and due diligence
    • Customized and active investment management
    • Periodic review and performance reporting
    • Access to institutional fund share classes
    • Access to illiquid and semi-liquid private alternatives

Market Value of Client's Assets (AUM)

First $2,000,000 = 0.75%

$2,000,001 - $5,000,000 = 0.65%

Over $5,000,000 = 0.50%

This fee schedule does not include, where applicable, platform fees, sub-advisor fees, custodian fees, and any transaction fees charged by custodians.  For details, please see Part 2A of Form ADV.  Fees for private investments will be based on the end of period value of the investment. Some fees may appear separately in your account from other management fees.   The above fee and fee calculation is described in the client’s Investment Management Agreement. Advisory services are only offered to clients or prospective clients where K2 Wealth Management and its representatives are properly registered or exempt from registration. No advice may be rendered by K2 Wealth Management unless a client service agreement is in place.

Contact Matt for a Consultation to Get Started

Matthew Heckler, JD

Managing Partner

Call: 872-227-7652