Broker Check

The Knapp Advisory Group inspires our clients to make informed decisions that work towards their financial, charitable and legacy goals.  We will be there for you as your life unfolds and needs evolve.  

We don’t proclaim to have a crystal ball; we believe history provides the best insight.  The Knapp Advisory Group approaches every investment decision from the lessons learned from guiding clients through what history has shown to be nearly unequalled market environments.  

We have developed and refined a process utilizing a disciplined, risk aware investment strategy.  Our investment strategy seeks to provide consistent, realistic returns with lower volatility than traditional portfolios of equities and fixed income securities.  We work towards that by providing access and exposure to what we believe are Wall Street’s top tier investment management firms.

Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.