FAMILY

At Kodiak Wealth we believe everyone deserves the opportunity to be helped while having access to the same guidance, support and options typically reserved for only people with large accounts. Regardless of how big or small your portfolio is, we know your money is important to you, so that makes it important to us. We strive to give everyone the same attention to detail and quality guidance, regardless of account size. I truly believe this and I'm proud to finally have that opportunity... When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come... Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my..

Also known as: KODIAK WEALTH

Primary location: Auburn United States