Wealth Management

Conflict-Free Guidance For Achieving Your Goals

Whether your personal financial goals involve education planning, early retirement, golf, travel, starting a new business or rock climbing, you deserve exceptional service — technical expertise, yes, but also honest communication and the guarantee that your interests come first, free of any potential conflicts of interest.

At DeJoy, Knauf & Blood, our Wealth Management Services Team provides comprehensive services that are fully independent and objective. We sell no financial or other products that could compromise our commitment to put clients’ needs first. Our CPAs and Personal Financial Specialist (PFS) professionals advocate for clients by listening well, communicating clearly and directly, and developing plans based on the best available range of investment options.

TeamDKB welcomes the opportunity to coordinate closely with your other trusted advisors, developing strategies to control your expenses and taxes, addressing your needs and goals, and respecting your tolerance for risk.

TeamDKB provides:

  • Asset allocation analysis
  • IRA and  Roth IRA investment opportunities
  • Investment consultation
  • Education planning
  • Charitable giving
  • Life insurance consulting
  • Individual and family tax services
  • Counseling on divorce-related tax considerations 

Wealth Management Team

Partners

thumb_Dennis Stein

Dennis C. Stein, CPA

Partner
Tax Services

Managers

thumb_Janet Graves

Janet Graves, CPA

Manager
Tax Services

thumb_Kevin Woodworth

Kevin C. Woodworth, CPA

Manager
Tax Services