KLD Wealth Management

Most people don’t need more financial products—they need clarity, confidence, and a plan that actually reflects how they want to live. KLD Wealth Management stands out because we start with your life, not your portfolio. As a fee-only fiduciary, our advice is objective and transparent—there are no commissions, no hidden incentives, and no conflicts of interest. Every recommendation is made solely in your best interest. What truly differentiates our work is how we integrate life planning, tax strategy, and investment management into one cohesive process. We help clients make better decisions by connecting today’s choices to the future they want—whether that means retiring with options, reducing tax drag, building a legacy, or simply feeling more in control of their finances. Clients often come to us feeling scattered or unsure if they’re “doing the right things.” Our role is to replace that uncertainty with a clear plan, thoughtful guidance, and an ongoing partnership—so money becomes a tool to support a meaningful life, not a source of stress. If you value clarity, transparency, and advice that aligns your money with what matters most, KLD Wealth is built for you.