Founder & Wealth Management Advisor
After opening his own accounting firm in 1984, Donald Kluge quickly discovered clients were looking for trusted financial services to complement their wealth-management strategies.
Driven by his desire to provide financial advice to his clients, Donald took the initiative in leading the effort to meld accounting and financial advice into a comprehensive package of services. As one of the early pioneers in the accounting industry to expand into financial services, Donald finds fulfillment in helping clients pursue their objectives in life.
As an experienced financial professional, Donald brings together all aspects of money management—accounting, financial advice, and tax planning—under one umbrella of service.
Donald’s resume is a rich mix of financial strategy development and accounting expertise.
Donald worked for three years in the corporate world after graduating from Pace University, Pleasantville, New York. He spent four years at a leading accounting firm in Westchester, New York and led then went on to lead one of the region’s most expansive full-service financial and accounting services for nearly 10 years.
He is a Certified Fund Specialist® (CFS), an Enrolled Agent (EA), and an Accredited Business Accountant®.
Donald lives with his wife Linda and two sons in Pleasantville, New York. In his free time, he coaches soccer, baseball and basketball. He is also an avid woodworker and outdoorsman. He has attained the rank of black belt in Shihou-Ken karate.