218
Collective years of experience
218
Collective years of experience
8
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:
Balancing living and giving
Discover strategies to make your savings last
The latest Chief Global Investment Office Investment Management report outlines how families can thoughtfully balance living and giving by aligning spending, gifting, and legacy goals with long-term financial security. It explores the trade-offs between supporting lifestyle needs, maintaining flexibility, and making a meaningful impact over time.
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.
Discussing and dividing wealth across generations
Even though high net worth investors have made strides over the last eight years with estate planning, they worry about the financial and familial discord that can accompany wealth transfer.
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
