KD Wealth Management Group
We are a multigeneration Advisory team lead by a managing director with 30 plus years of experience.
We serve:
Corporate Executives with Stock concentration,
Income planning and Retirement transition.
Business Owners Succession planning
Tax-sensitive Investment Management
Multi-Generational Families with Wealth transfer concerns.
We are a team of experienced professionals who genuinely enjoy helping people. Combining over a century of collective experience, advanced professional credentials, diverse backgrounds, and a multigenerational perspective, we bring both wisdom and fresh thinking to every client relationship. While our focus spans financial planning, investment management, wealth transfer, and client service, what truly defines us is our commitment to building lasting relationships and delivering an exceptional client experience. We take pride in being accessible, responsive, and deeply invested in our clients' success, helping individuals, families, and business owners navigate life's financial opportunities and challenges with confidence. Above all, we believe that great advice starts with trust, and we are honored to serve as trusted advisors for multiple generations of families.
CFP®, CPFA®
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
