Where CPAs & Wealth Advisors Build Your Tax-Efficient Holistic Plan

Complimentary Consultation

KDP Wealth Management, LLC provides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.

To get started either call us at (541) 773-6633 or Click here to request your  complimentary, confidential financial review and consultation.

your wealth leadership

Nancy J. Sash, CFP®, RICP® Director of Wealth, Partner

Carli Harvey, ChFC®, CEPA®, CPFA® Wealth Advisor, Partner

Your WEALTH TEAM

Andrew Staley

Wealth Advisor

Amanda Noel

Administrator

Astrid Higgins

Administrator

Erica Knudsen

Administrator

TAX-OPTIMIZED FINANCIAL SOLUTIONS

We offer a wide range of tax-optimized  financial solutions that are customized to meet your unique needs and  objectives. These solutions help you accomplish three main goals:

  • Maximizing your wealth and enhancing cash flow
  • Protecting and preserving that wealth
  • Successfully transferring your wealth to the  individuals and institutions important to you to  secure your legacy

As your dedicated team of tax and wealth management professionals, it is not simply enough for us to help you grow your  wealth. Protecting and sustaining your assets are a fundamental aspect of our  commitment to you. We provide you with relevant information and up-to-date communication regarding your overall investment plan. As changes occur in your  life, we will adapt your wealth management strategy to grow alongside your  ever-evolving financial needs and goals.

Services & Resources

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth MangamentSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM. Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.