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Welcome to KBT Wealth Solutions

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.

Your Process

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

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Our History

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

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Shared Values

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

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Infinite Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Words of Wisdom

"An investment in knowledge pays the best interest."

Benjamin Franklin

Our Firm; Our Goals Are Your Goals

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. 

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Welcome to the Family

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.

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Our Services

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. 

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Where do you want your financial roadmap to take you?

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.

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