KBT Wealth Solutions

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United States
DeLand, FL
KBT Wealth Solutions

We are a full-service financial services firm offering a full range of wealth solutions. KBT Wealth Solutions and Cambridge are not affiliated.

KBT Wealth Solutions is a full-service financial services firm based in DeLand, Florida. Our firm offers a full range of wealth solutions to individuals and small businesses. We help to advise on how to achieve your goals and dreams and continually remind you of the importance of maintaining a disciplined approach. Our team is dedicated to going above and beyond at all times, "working together in

all seasons of your life". We provide portfolio analysis, personalized financial planning, asset allocation design, wealth management, retirement and estate planning services, lifetime income strategies, college funding strategies, and more. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

03/27/2026

It's natural to be concerned with the economic impact of the war with Iran.

12/12/2025

What 2025 Taught Us About Staying the Course

Some years pass quietly. 2025 wasn't one of them.Between market swings, geopolitical shocks, and a news cycle that never seemed to pause, this year tested patience across the board. And yet, as we close out December, the real story isn't about what the markets did. It's about how we responded.2025 M...

12/09/2025

Common Retirement Regrets—And Proactive Moves to Consider

Many people don’t regret being retired. They regret how they got there.1“I wish I had saved earlier.”“I didn’t think long-term care would matter.”“I should’ve waited to claim Social Security.”Hindsight hits hard when it’s tied to your potential freedom and options.The good news? ...

Address

324 E. Church Street, Suite 104
Deland, FL
32724

Website

http://www.kbtwealthsolutions.com/

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