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Our Value Promise

Client Centered

KPS Wealth Management is an independent financial planning firm. We provide you with objective, unbiased advice based solely on your individual needs. We have no proprietary investment products to recommend and no vested interest in promoting a particular product or service. Our sole concern is that your needs are fulfilled and that you always receive sound, honest recommendations and advice.

We provide comprehensive wealth management services to a few carefully chosen clients. Through tax, investment and risk management solutions, we implement a comprehensive and customized plan for our clients across the four stages of wealth: accumulation, protection, distribution and transfer.

Client Centered

Through our extensive professional education and experience, we help our clients gain comfort with their finances, turn their financial aspirations into reality and retire with dignity and independence.

Working with us, our clients gain a level of comfort that comes from knowing they have a plan designed to deliver on the important promises they have made to their loved ones.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

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