Ken Patton, Principal, is a Certified Public Accountant with over 30 years of experience in the accounting profession. He is also a Financial Planner and holds FINRA series 6, 7, 63, and 65 securities licenses. The firm is dedicated to helping clients minimize taxes, build wealth and protect their hard-earned assets. Ken is also a team member of Apex Wealth Management LLC, a full service financial advisory service firm.
His emphasis is in the area of investment portfolio design and management. The Company is not affiliated with KW Patton CPA LLC. Sign up to our email service to catch news and discussions about financial planning, taxes and business topics.
His emphasis is in the area of investment portfolio design and management. The Company is not affiliated with KW Patton CPA LLC. Sign up to our email service to catch news and discussions about financial planning, taxes and business topics.
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