We specialize in constructing customized portfolios based on each client's specific goals and objectives, and our risk-adjusted approach is based on long term strategies to reduce risk and minimize volatility.

T ake Charge of Your Financial World

At Karp Capital Management, we offer an array of services that help our clients make sense of their financial picture today and plan for tomorrow. We take the time to get to know our clients, their family situation, financial position, expectations, and retirement goals. We position these understandings with the world economy, industry trends, political shifts and the markets to build a sound long-term financial strategy.
Why Independent Advice Matters
As an independent investment advisor, Karp Capital Management has access to a wide array of platforms and investment offering to find the unique solutions for our clients. As a fiduciary, we always act in our clients’ best interests.

Start Today
Contact us today to schedule a consultation.

Services: Investment Management

PORTFOLIO MANAGEMENT

We specialize in constructing customized portfolios based on each client's specific goals and objectives, and our risk-adjusted approach is based on long term strategies to reduce risk and minimize volatility.

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RETIREMENT

The primary goal of retirement planning is to ensure our clients have enough income to last throughout retirement. Through careful and strategic planning, we help our clients maximize their savings.

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FINANCIAL PLANNING

Everyone has different objectives and resources. We can help create a custom strategy to ensure our clients’ goals are their priorities.

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EDUCATION SAVINGS

The costs of higher education continue to skyrocket. The earlier you start to save for your child’s future the better. Learn how to start saving today.

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INSURANCE PLANNING

An important part of asset management is managing risk. It’s important to protect you and your assets through appropriate insurance coverage. Peter Karp can help determine what type of coverage is necessary.

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MORTGAGE & LENDING

Peter Karp is the advisor for both sides of our clients’ balance sheet. We can help manage liabilities along with assets to ensure our clients’ real estate is properly factored into their financial picture.

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ANNUITIES

A significant risk for all investors is outliving your savings. Annuities could help protect your income stream in retirement.

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ESTATE PLANNING

Key to any financial plan, estate planning is important to the growth, preservation and transfer of assets in a legal and tax efficient manner.

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Portfolio Management

We specialize in constructing customized portfolios based on each client's specific goals and objectives, and our risk-adjusted approach is based on long term strategies to reduce risk and minimize volatility.

Retirement Planning

Enjoy your retirement
Financial independence at retirement is everyone’s goal. Getting there is a result of careful planning, calculations and projections. We guide you to make the most of tax deferred savings through IRA, corporate retirement plans and annuities so you can maintain a comfortable lifestyle throughout your golden years.

Will you be ready to retire?
A number of questions are important to consider:

  • When can I retire?
  • Can I keep my current lifestyle or improve it?
  • Am I ready for another financial crisis, or an unexpected expense?
  • What will I leave for my heirs or charities?


  • Start early, start now, just start

    It’s no secret that starting contributions to your retirement early in life will have a significant impact on the quality of your life in retirement. No matter when you start, it’s best to optimize your retirement investments and know the rules. Various programs have maximum contribution amounts and are regulated by tax laws. Karp Capital Management is well versed in these and is ready to help you today. You can reach us by email or at 1 877 900 KARP to get started immediately.

    Financial Planning

    Your Financial Position in a Larger World Economy
    Real planning must take into account the news, trends and financial shifts from around the world. At Karp Capital Management we pride ourselves in knowing our clients personally and keeping our finger on the pulse of the global economy. It is important to stay engaged and aware of the events of your life… marriage, children, grandchildren, retirement, divorce, home purchase, etc.

    Putting Your Money to Work

    Our financial planning services are built on risk adjusted returns, cash flow management, insurance assessments, estate planning, retirement planning, and educational planning. We create a complete financial picture based on lifestyle, appetite for risk, family situation, age and retirement needs.

    We’re Expecting Your Call

    Karp Capital Management’s personal approach to financial consultation starts with a phone call, an email and a meeting. This no obligation method can be the start of a successful relationship. Call us today at 1 877 900 KARP.

    Education Savings

    Be ready for rising education costs
    An investment strategy to put money aside for your child or grandchild’s education is a wise consideration when planning for the future. Higher education unlocks a world of opportunities for the children in your life. The cost of college continues to rise, saving early will make a huge difference.

    What are the benefits of educational savings?

    Along with preparing your child or grandchild for college there are tax benefits as well. Reducing reliance on loans and freeing a young adult from debt will certainly be beneficial to a successful start in life. Call or email us today to get started!

    Insurance Planning

    Insurance is a form of risk management.
    Having the right insurance as part of your financial plan can give you peace of mind and security for loved ones in the event of unforeseen circumstances. Mitigating the risk of possible loss should not be overlooked as a key component of your plan.

    Karp Capital works with various insurance companies to find the best policies to get the appropriate insurance for your needs. Peter C. Karp offers whole-life, term, disability and long term care insurance. Potential losses in income can be hedged with insurance.

    Business owners can also take advantage of insurance offerings to keep operations going due to the loss of key personnel.

    Mortgage and Lending

    Make the most of a mortgage.
    Peter Karp takes the lead in navigating you through the increasingly difficult process of finding a mortgage for your new home purchase or the refinancing of the home you're already in. Peter can help you determine how much debt you should carry based on your financial situation, the housing market and your personal plans.

    Peter shop the market of lenders and find the best mortgage for you.

    Annuities

    Is an annuity right for you?
    Securing a steady cash flow at retirement is part of a well-orchestrated retirement income plan. Annuities are purchased through a number of financial institutions and structured to pay out in different ways. However the annuity is set up, it's important to select the best one for you.

    Helping you with annuities

    Things to consider before purchasing an annuity are your age, financial goals, interest rates and tax consequences. Call Peter Karp to learn more about how best to plan for your future and put your assets to work for you.

    Estate Planning

    Having an estate plan won’t kill you.
    An estate plan is a fundamental part of a financial strategy. We identify the appropriate planning professionals and serve as your quarterback.
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