Our Practice

Kodiak Wealth Management was founded with excellence in mind. Our mission is to help you identify your goals, evaluate your options, and execute your plan. Here at Kodiak we recognize that no one person’s life and goals look the same. We seek to offer investment strategies and planning to uniquely fit you and your goals.In particular, we are focused on the unique planning involved when dealing with:

  • Highly compensated individuals
  • Key employees
  • Net unrealized appreciation (NUA)
  • Executive compensation
  • Business Owners
  • Tax strategies