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Personalized Financial Services

Your choice for Financial Services

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Our Process

Our Process

We have created a caring environment where you can feel comfortable knowing that your finances are managed by a group you can trust.

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Our History

Our History

At KJP Wealth Management, you'll receive straight forward advice from a knowledgeable professional with over 25 years of industry experience.

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Our Values

Our Values

As a small independent firm, we are in touch with our clients often and deliver personalized care. 

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Welcome!

Welcome!

Are you planning or in the midst of a life transition? Would you like to have a plan to pursue your personal/financial goals that is customized to you?

I have been creating these plans for over twenty-five years and would love to help you create one. Together we will develop a clear way forward that addresses your unique needs and concerns.

Take a look at the information on my website and contact me to get started. I am here to listen to your concerns.

Click on the What's New tab to read more about The Wealth Management Edge, a book that describes my process and my business philosophy.

Sincerely, 
Kathy

Your Financial Future

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.

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Kathy's Son Xavier Price Attends LINK to the FUTURE

Key Financial Data Card

Key Financial Data Card

Get a quick look at key financial data for 2022.

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Good Reads

Good Reads

See what we've been reading.

Click Here for Reading List
Our Values

Our Values

Click below to the $ymbil client onboarding portal. 

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Should I Invest in Gold?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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