Family First

Wealth Management

Meet Our Clients
Curious what working with us might look like for you? Here's three examples of how we would serve three hypothetical clients.
The Morels

The Morels have been married for three years and are starting to think about having kids. Tom works for a growing startup, Sarah at a marketing firm. They've been good savers but want help coming up with a financial plan to make sure they're on track for when their little one arrives.

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The Larkins

The Larkins have been married 25 years and their oldest son is starting to look at colleges. They think they have enough saved to pay for their kids' educations but want to make sure they can give them the financial help they need while staying on track for retirement.

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The Audens

Laura is going through a divorce and plans on retaining primary custody of her two kids. She wants to make sure that, when all is said and done, she'll have the financial resources she needs to take care of herself and her children.

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Jeff Martin,
CIMA®
Dave
Schlesselman
Sue
Heise
Have you ever wondered...

Will I be able to retire with the lifestyle I want?

Am I saving enough for retirement?

Should I be investing differently?

It’s clear that things have changed in the last 25 years. Retirement is no longer the same experience that our parents and grandparents enjoyed. On average, people live longer and are more active. Because of that, they spend more money in the years after leaving work. Your retirement planning needs to account for that. Pensions are also quickly becoming a thing of the past. Instead, companies match contributions to 401k and 403b plans, while employees take a more active role in their retirement planning.

This new model leaves you with two options: Learn the necessary skills to manage your own retirement portfolio or hire a financial advisor to develop your retirement plan and manage your portfolio.

At KDM Wealth Management, we work every day to make sure our clients feel secure in their finances and confident in their future. If you're ready to take the next step, we would love to schedule a call to discuss how we can start to help you achieve your financial goals!
Our Team
Our dedicated team of professionals is here to collaborate with you to build and execute your unique financial plan.
Jeff Martin,
CIMA®
Dave
Schlesselman
Sue
Heise
Jeff Martin,
CIMA®
Dave
Schlesselman
Sue
Heise
Blog
Read our team's thoughts and insights about current trends as they relate to our investment philosophy.

Markets Don’t Wait for Official Announcements

June 13, 2023

Recoveries Reward Patience

June 27, 2022

Are We Headed for a Recession?

June 22, 2022