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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 Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.