KPM Asset Management, Inc.  is a personal service oriented firm involved in all phases of capital accumulation and wealth management. Securities Offered through OSAIC Wealth, Inc. 

Our advice is based on fee for service. In addition to investment advice and managed accounts, we offer various administrative functions for trusts and retirement plans. We have extensive experience in assisting with planning for aging parents.

Your attorney or accountant is invited to assist in any planning issues that require additional advice such as estate settlement or income tax planning. We do most of the work for you with your required approval.

You can use our services as an ongoing relationship or on a one time as needed basis.

Your objectives may include financing a comfortable retirement, your child's education, supplementing your income, and/or many other goals that you believe may bring you satisfaction and peace of mind. We want you to feel secure that your aspirations are attainable.

We take great pride in our sound, consistent advice and service.

Estate planning includes establishing enduring legacies for your heirs and charities. We work with individuals and families to ensure that their wealth is passed on in accordance with their intentions and values. This includes reducing administrative expenses, as well as federal and state taxes. KPM Asset Management, Inc. Osaic Wealth, Inc. does not provide tax or legal advice. Please consult a tax professional for your specific situation.

If you already have legal documents such as wills, trusts and powers of attorney, we can review them with a fresh, experienced eye and suggest changes to meet new needs or circumstances. You're the boss-We work for you!! KPM Asset Management Inc./ Osaic Wealth, Inc. does not provide tax or legal advice. 

KPM Asset Management, Inc and Osaic Wealth, Inc. are not affiliated.