Wealth Management - Services Overview

Through our comprehensive approach to private wealth management, we provide unique, sophisticated financial solutions.

Have  you ever been advised to “Check with your CPA” before investing?

Most brokers and investment advisors are  precluded from providing tax advice, but at KDP Wealth Management, LLC, our CERTIFIED FINANCIAL PLANNER™ professional and team of experienced Certified Public Accountants, work together to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.

There are a lot of moving parts in successful retirement planning. It can seem like a daunting task. At KDP Wealth Management, we enjoy the process, and are committed to tailoring a plan that is right for you. 

Our services include:

Investment Planning

  • Integrated asset allocation and portfolio design
  • Private Asset Management solutions
  • Sustainable Income Solutions™
  • Unified Portfolio Theory™ Strategies

Tax Planning

  • Income tax and estate tax planning
  • Tax-optimized investing
  • Charitable planning

Income Protection and Asset Preservation

  • Long-term care
  • Disability protection
  • Income replacement
  • Sustainable Income Solutions™ Strategies

Retirement Planning

  • Distribution planning
  • Income projection analysis
  • Fixed income strategies

Business Planning

  • Business succession
  • Buy-sell agreement funding strategies
  • Non-qualified retirement plans
  • Key employee retention
  • Qualified plan design and implementation

Estate Planning

  • Tax Efficient Wealth transfer
  • Gifting strategies


  • Life insurance analysis and design
  • Long-term care
  • Disability protection

Education Planning

  • Coverdell education savings account
  • 529 college savings plan
  • Uniform Gift to Minors Act/Uniform Transfer  to Minors Act account

Is your financial security worth a second look?

Is  your financial security worth a second look? At the heart of KDP’s commitment to  providing you with trusted Private Wealth Management services is our ability to  coordinate your tax strategies with your financial solutions. More than just a  financial planner, let us look with tax-trained eyes to ensure a synergistic  approach to achieving your financial goals.

Contact KDP Wealth Management, LLC today to learn  how we can help you create a complete wealth management plan designed with your  future in mind. Call us at (541) 773-6633, or Click here to request a complimentary, no obligation confidential financial review and consultation.

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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 FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.