Let's move forward. Together.

kenwood team

The proof is in our numbers

883 Million

Assets under management

As of 12/11/2024

258

Collective years of experience

9

Investment professionals on the team


Mission Statement

The Kenwood Wealth Management process helps our clients navigate the complexities of the financial world such as planning for retirement income, paying for college, reviewing corporate stock compensation, or borrowing money.   We see our clients as extensions of our own families, and we are passionate about helping them achieve their financial goals and success in life just as we do with our own.

 

Value Proposition

We provide proactive and personalized service in order to help you define objectives to:

  • Simplify and solve complex financial issues
  • Preserve your assets and your lifestyle
  • Stay abreast of financial opportunities and strategies
Chess board
Modern Retirement Monthly

Modern Retirement Monthly

Traditional or Roth?

For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Three generations in apple orchard

Turn possibilities into a plan

Woman with architectural plans

A plan to simplify your financial life

Man working on laptop during virtual call

Planning for a changing tax landscape

Connecting you to the deep resources of UBS

The Markets, Economy & 2025 Outlook

Date.February 27 2025

Kenwood County Club, 6501 Kenwood Rd., Cincinnati, OH 45243

  • Jeremy Zirin, Snr. Portfolio Manager, Head of the US Equity Team, UBS
  • Will Collins-Dean, Snr. Portfolio Manager & VP at Dimensional Fund Advisors
  • Andrew Dempsey, Executive Director, Market Executive, UBS

Insights

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