Our Firm

Building the Foundation You Need.

KP Wealth wants to learn about your values, your goals and dreams, and what keeps you up at night. We utilize a holistic approach to financial planning, incorporating the broader aspects of your life into creating your customized plan. We adhere to the foundational principles of:

• always do what's right,
• always do our best, and
• always let you know how much we care.

With decades of diverse financial experience and expertise, we are passionate about helping you build, manage, and preserve your wealth, providing clarity where there once was chaos, and seeking to bring your dreams to fruition.

Striving to Exceed Your Expectations

We prioritize providing you with unparalleled customer service and are committed to standing by your side through the complex financial journey that unfolds throughout our lives. We utilize independent financial planning, thoughtful management of investment assets, and the implementation of risk protection strategies aimed to build, manage, and preserve your wealth.

We believe:

• It's essential to develop a comprehensive and holistic approach to financial planning.
• By developing a personalized, long-term plan and adhering to its implementation, our clients will be more likely to attain their financial goals.

We are advocates and fiduciaries for our clients. As such, we will always place their needs first and act in their best interest.