mattkupp

Matt Kulp

Partner, Financial Advisor,
Legacy Planning Partners

For high net worth clients business owners, transitioning to retirement can be a worry, especially when they need to understand and fill the value gap in their business.

We identify the opportunities for them to add value to their business so that they can maximize the sale, when the time is right.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser

I am experienced in helping transitioning business owners

We seek to make a significant impact in the lives of our clients, their families and their communities through comprehensive and strategic financial planning

Learn more at

Role: Partner, Financial Advisor

I spend most of my time working ON the business (following through on our 5 Year Vision), mentoring advisors, and serving clients.

Team

We are a firm of 32 people, 11 are within our Business Succession Team.

Location

Nation-wide

Connect with Matt Kulp