Matthew DiPuppo, CFP®, CRPC® - President and Founder, Kodiak Wealth Management
Welcome to Kodiak Wealth Management. We are focused on helping others create strategies designed to grow and protect their wealth. Utilizing a holistic approach we can help you work towards your investments, taxes, estate planning and risk managment are working together towards the same goals.
"By Failing to prepare, you are preparing to fail" - Benjamin Franklin
Newsletters
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
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Is It Time to Step Up Your Digital Marketing?
Now that 28% of Americans report being online “almost constantly,” could digital marketing be a cost-effective way to attract new customers?
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Coping with a Labor Shortage
As small businesses struggle to recruit and retain employees in a tight job market, these tips may help owners meet staffing needs.
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Bonds Can Offer Stability Even with Rising Rates
Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.