Kfa Private Wealth Group
KFA Private Wealth Group provides comprehensive financial planning for high-income earners navigating the complexities that come with growing wealth. We combine financial planning and tax expertise under one roof, ensuring you maximize tax savings now and in the future while building toward your long-term goals. Our holistic approach addresses the unique financial challenges high earners face—retirement planning, investment strategies, equity compensation, estate planning, tax-efficient wealth building, and coordinating short-term needs with long-term objectives. What sets us apart- Integrated financial planning and tax strategies under one roof - Personalized guidance tailored to your unique situation - Expertise in complex compensation structures and high-net-worth planning - Trusted partnership focused on confidence and clarity, not overwhelm Meet your match—your trusted partner to maximize your tax savings and grow your wealth. KFA Private Wealth Group is a full-service wealth management firm located in Tysons, Virginia. KFA Private Wealth Group, LLC is a SEC Registered Investment Advisor.
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Verified contacts
10
available on Kipplo
LinkedIn employees
20
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
92
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- NS
Nick Sullivan
Senior Financial Advisor · Finance & Accounting
EmailPhone - PN
Prema Nair
Senior Tax Manager · Finance & Accounting
EmailPhone - JD
Jason D Epps
,, · Other
EmailPhone - JF
John Fennig
,, · Other
EmailPhone - DW
Daniel Weinstein
Financial Advisor · Finance & Accounting
EmailPhone - MT
Matthew Trail
Paraplanner · Finance & Accounting
EmailPhone - TW
Terry Weimer
Financial Advisor · Finance & Accounting
EmailPhone - BD
Barbara Deily Gauthier
Client Service Coordinator - Tax · Other
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Kfa Private Wealth Group
7 distinct titles indexed · top 7 shown.
- 2,,
- 2financial advisor
- 1client service coordinator - tax
- 1news reporter
- 1paraplanner
- 1senior financial advisor
- 1senior tax manager
Sign up to unlock all 10 contacts at Kfa Private Wealth Group
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