We would like to welcome you to our website and encourage you to take advantage of the resources we have available. KBT Wealth Solutions is a full-service financial services firm based in Deland, Florida. Our firm was established to offer a full range of wealth solutions to individuals and small businesses who want sales-free, objective advice. Our team is dedicated to going above and beyond at all times, working together in all seasons of your life.
At KBT Wealth Solutions we recognize that financial planning is a process, not a product. It is a process that involves discovering your goals and developing a plan to meet those goals. As your Financial Professionals we will do everything in our power to keep you focused on where you want to go, advise on how to get there and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Investment management is more complicated and time-consuming than ever before. We understand that you lead an active and complex life, and hope to make your life a little easier by offering a broad range of services. We provide portfolio analysis, asset allocation design, wealth management, retirement and estate planning services, lifetime income strategies, college funding strategies, and more.
Our team consists of experienced professionals who believe in a hands-on approach to financial planning. We are educators and counselors. Not only is our team knowledgeable, but we truly care about helping you turn your dreams into reality. Furthermore, we strive to provide an atmosphere where confidentiality, honesty, dedication, compassion, integrity, and empowerment are always in season.