Katapult Wealth Partners

A financial advising firm. Katapult Wealth Partners creates written financial plans that begin with a review of clients' tax returns. Its father-and-son team brings CPA and CFP credentials together, and screens recommendations for federal, state, and local tax impacts. Services include wealth development and preservation, family protection, estate planning, and planning for business owners, including qualified plans, succession, and exits. The Kataplan coordinates investment, retirement income, protection, estate, and business decisions. The firm describes its approach as independent and long-term, without trying to time markets. Its process starts by learning about a client's family, business, and recent tax returns, then builds a plan and adjusts it as tax law or life changes. The practice began in 1984.