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 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.
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.
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.
Global Reach with Local Understanding
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
Our associate consultants specialize in a range of business areas. These include strategic planning, issues resolution, culture assessment, board effectiveness, retention.
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
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 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
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 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.
Finance Planning
We are working in the format of an outsourcing project office.
What People Say About Us
Oliver Simson
client of companyMary Grey
client of companySamanta Fox
client of companyOur Skilled Team
We help you see the world differently, discover opportunities you may never have imagined and achieve results that bridge what is with what can be.
Businesses Guided
Over Thirty Years
Finished & Supported
Incredible Projects
Years of Experience
& Business Consulting
Business Excellence
Awards Achieved
Read Our Latest Insights
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