KD Wealth Management Group

Who We Serve

We help high\-net\-worth individuals, business owners, multigenerational families, and modern family structures navigate life's most important financial decisions. Whether you're searching for a financial advisor, retirement planning guidance, investment management, tax\-efficient wealth strategies, estate planning, or wealth transfer solutions, our team provides personalized advice designed to help you build, preserve, and pass on wealth with confidence. We also help clients understand when it makes sense to hire a financial advisor, evaluate advisory fee structures, and explore the full range of Merrill wealth management offerings to determine the approach that best fits their goals.

Guidance Backed by Experience and Resources

We're honored by the trust our clients place in us. Just as important as our experience is our commitment to exceptional service. We want our clients to know they can count on us to be accessible, responsive, and proactive, providing guidance when it matters most. By combining experienced advice, innovative technology, and the extensive resources of Merrill and Bank of America, we offer the personalized attention of a dedicated advisory team backed by the strength and capabilities of one of the world's leading financial institutions.

Committed to Our Community

We are deeply committed to the communities we serve. Our team actively volunteers time and participates in initiatives with local organizations throughout the region. We believe that paying it forward helps create stronger, safer, and more vibrant communities for everyone.

Trusted Relationships Across Generations

We believe wealth management is about helping clients create opportunities, support the people they love, and build lasting legacies. We are especially proud of the long\-term relationships we have built with families throughout West Hartford and the greater Connecticut community. Many of these relationships span multiple generations, reflecting the trust our clients place in us to guide important conversations and help preserve the legacies they have worked so hard to create.

People First, Always

Most importantly, we believe wealth management is about people, not just portfolios. Our passion is helping clients create opportunities, support the people they care about, and pursue their goals with confidence for generations to come.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition