Declan and Hamilton – Financial Services

Smart Strategies to Help Preserve Your Assets

how we work

Improve Your Business

We Offer Great
Number of Finance Services

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

What We Provide

Our first priority is helping you take care of yourself
and your family. We want to learn more about your
personal situation, identify your dreams and goals,
and understand your tolerance for risk

our philosophy

our mission

our vision

Our Philosophy

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

Investment Management

We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.

Private Credit & Equity

We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.

Explore More

Our Mission

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

Investment Management

We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.

Private Credit & Equity

We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.

Explore More

Our Vision

Our clients’ needs are constantly changing, so we continually seek new and better ways to serve them. To do this, we are bringing new talent.

Investment Management

We welcome and celebrate different perspectives to help our firm, our clients and our people achieve enduring results.

Private Credit & Equity

We hire people with exceptional talents, abilities and potential, then create an environment where you can become the best.

Explore More

main principles

Global Reach with Local Understanding

In what areas do you provide management consulting?

Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

In which countries do you provide consulting services?

Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

How is a consulting project started and organized?

Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.

Our Process

Kipp Wealth Management advises individuals, families and businesses on ways to grow their wealth and achieve their financial goals. Through our five-step process, we will explore the options currently available to you and build a custom wealth plan designed for your unique situation.

Step 1: Identify

Discover your needs in life and identify future goals. Explore and discuss uncommon financial strategies that fit your unique situation.

Step 2: Design

From our findings, my wealth design team and I will craft a customized wealth plan for you and your family entitled, Your Personal Wealth Report; outlining areas for improvements and tax diversification.

Step 3: Develop

After the detailed presentation, there may be an area where more time will need to be spent based upon your level of understanding. This step assures your certainty and confidence with the custom wealth plan and allows for any adjustments to be made - if necessary.

Step 3: Develop

Step 4: Implement

Once your confirmation and signature is in place, your plan gets sent to our back office for a thorough review. All medical exams, insurance contracts, redirecting activities, and other necessary steps are completed to set your wealth plan into action.

Step 4: Implement

Step 5: Review

On your anniversary date (date policy became effective), we will schedule an annual review to go over your plan; making sure you are on pace with the goals we established in prior discussions. This meeting is also meant to assess your current situation to see if anything has changed.