KENNEDY WEALTH & TAX MANAGEMENT, LLC

Overview

Kennedy Wealth & Tax Management, LLC is an independent, owner-operated RIA that combines financial planning with discretionary portfolio management for individuals, families and small businesses. The firm acts as a capital allocator, directing client capital into third-party managers as well as pooled public vehicles. Its advisory services include financial planning, portfolio management, pension consulting support and selection of external advisers. Fee arrangements are flexible—percentage of AUM is the primary model, supplemented by hourly and fixed-fee engagements for planning or advisory work. Kennedy Wealth & Tax Management does not position itself as an ESG-focused investor. Investment activity is concentrated in pooled public funds and mutual funds, with the firm using those vehicles as the backbone of client accounts and adding targeted allocations to alternatives where appropriate. The firm has an accounting industry affiliation that can inform tax-aware portfolio construction and planning, reflecting its combined wealth and tax management branding.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices