KANA Private Wealth Group is a full-service financial advisory firm founded by graduates of the United States Naval Academy. Emphasizing the principles of leadership, integrity, and selfless service, the company's mission is to offer client-centric financial planning and wealth management. They provide personalized strategies for retirement, investments, and overall financial well-being. Securities and advisory services are offered through their affiliation with LPL Financial, a registered investment advisor and broker-dealer.

Founded in

United States