Wealth Management

“Your Tax Advisor and Financial Advisor under one roof”

KDP Wealth Management, LLC provides premium, tax-optimized Private Wealth Management services. More than traditional financial services providers, we offer trusted advice that covers your entire financial picture. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing holistic wealth management strategies.

Have you ever been advised to “Check with your CPA” before investing?
Most brokers and investment advisors are precluded from providing tax advice, but at KDP Wealth Management, LLC, we are driven by a CERTIFIED FINANCIAL PLANNER™ and a team of experienced Certified Public Accountants, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and your overall wealth goals.

We offer a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals:

  • Maximizing your wealth and enhancing cash flow
  • Protecting and preserving that wealth
  • Successfully transferring your wealth to the individuals and institutions important to you to secure your legacy

As your dedicated team of tax and wealth management professionals, it is not simply enough for us to help you grow your wealth. Protecting and sustaining your assets are a fundamental aspect of our commitment to you. We provide you with relevant information and up-to-date communication regarding your overall investment plan. As changes occur in your life, we will adapt your wealth management strategy to grow alongside your ever-evolving financial needs and goals.

Nancy SashNancy J. Sash, CFP®

Nancy Sash is the Director of Financial Services for KDP.  She is an experienced CERTIFIED FINANCIAL PLANNER™ professional, starting her career in the financial services industry in 1984.  Working together with KDP’s CPA professionals, Nancy is able to provide tax-optimized wealth management solutions. She specializes in retirement income strategies, financial planning, and working with business owners. Nancy is a member of Southern Oregon Estate Planning Council. She and her husband Carl have three children. Outside the office, Nancy enjoys playing volleyball, hiking, and traveling.

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Astrid HigginsAstrid Higgins

Astrid Higgins joined KDP Wealth Management, LLC in 2003 as the Financial Services Administrator.  Astrid has worked in the financial services industry since 1988.  She holds a Series 7, Series 66 and Oregon Insurance Health, Life, and Variable Life licenses.  Astrid oversees the operations, compliance, and client servicing aspects of the department to ensure the firm’s mission to provide excellent client service and wealth care planning. After raising her wonderful daughter, Astrid and her husband, Troy, now enjoy spending time biking, hiking, and exploring new places.

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Services information

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in states of AZ, AL, CA, ID, KS, MI, NV,OR, SD, and WA. This is not an offer to sell securities in any other jurisdiction.