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

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.