Comprehensive Financial Planning Designed for Your Life

At KLD Wealth, financial planning isn’t about chasing numbers—it’s about building a strategy that aligns with your values, goals, and the future you want. Whether you're planning for retirement, managing wealth, or simply looking for financial clarity, I provide expert guidance to help you make confident decisions at every stage of life.

Investment Management Aligned with Your Goals and Values

Investing isn’t just about growing wealth—it’s about creating a financial strategy that supports your future and aligns with what matters most to you. At KLD Wealth, I take a goal-based, values-driven approach to investment management, ensuring your portfolio is tailored to your needs, risk tolerance, and long-term vision.

Retirement Plan Consulting Tailored to Your Business and Employees

Providing a retirement plan isn’t just a benefit—it’s a strategic decision that impacts your business and your employees’ financial future. At KLD Wealth, I offer fiduciary consulting to help you optimize your plan, stay compliant, and empower your team with the resources they need to retire confidently.