We believe your wealth experience should start with a simple conversation.
We enjoy discovering where people are, identifying their priorities and providing them with guidance in order to make relevant, informed and confident decisions about their current life and their future.
Our clients come to us for help with:
✓ Tax Planning
✓ Business Accounting
✓ Certified Public Accounting
✓ Wealth Advisory
✓ Financial Analysis
✓ Strategic Planning
✓ Individual Financial Planning
✓ Business Planning
✓ Succession Planning
✓ Cash Flow Management
✓ Bank Financing
✓ Estate Planning
✓ Retirement Plans
✓ Retirement Planning
✓ Retirement Distribution Planning
✓ Asset Protection
✓ College Planning
✓ Charitable Planning
Principle and Founder
After many years of financial services experience within large domestic and international businesses, Kwesi founded Kaspian Group to work closely with physicians, dentists, successful professionals, and privately held business owners to identify and achieve their financial goals.
By leveraging over 20 years of corporate experience in areas of tax planning, auditing, and investment strategy, Kwesi found that he could not only help clients mitigate risk while creating wealth, but also change their belief systems around money.
Kwesi is also a Master Mentor at Circle of Wealth®, a system founded by MoneyTrax, Inc which has gained national recognition for its unique financial planning approach. Their philosophy: there is potentially more financial opportunity by avoiding the losses than there may be by picking the winners. For over 10 years, he has mentored people to change their belief systems and relationship with money, helping them grow, protect and distribute theirs hard earned assets and a tax efficient matter.
Outside of the office, Kwesi’s hobbies include traveling, archery, playing chess, photography and listening to live music.
Certifications and licenses include:
Certified Public Accountant
Investment Advisor Representative
Series 66, and Life and Health Insurance licenses