Royal Bank of Canada FREE - On Google Play
Royal Bank of Canada
GET — On the App Store
At The Knapp Group, we aim to make a meaningful difference in our clients’ lives through proper wealth planning. We start by uncovering your true purpose – your visions, aspirations, and priorities. From there, we can better understand how to draw your financial roadmap – from your perspective.
Our “family office” approach benefits families that are seeking comprehensive solutions for complex, multigenerational wealth needs.
As you revolutionize industries to solve some of the world’s most complex problems, your wealth, responsibilities, and intricacies may present new challenges. We serve as a reliable beacon, helping you navigate financial complexities.
Many advisors focus on how much you need to retire. In our experience, this question doesn’t yield the best results. Instead, we always start by asking: “What does this stage of your life look like to you?” From there, we can develop a truly personalized retirement plan that gives you the freedom to focus on your purpose and priorities.
Across a broad spectrum of healthcare disciplines and career milestones, we work with medical professionals to craft strategic financial road maps to actualize their aspirations.
Our clients have a broad range of specific needs, yet what they have in common is their need for a trusted partner who is as committed as they are to their continued success.