Kennedy Wealth And Tax Management, Inc.
Southbury, Connecticut
Kennedy Wealth And Tax Management, Inc., a small investment advisory firm located in Southbury, CT, is dedicated to providing comprehensive wealth management and tax planning services to its clients. With a team of four dedicated professionals, they offer personalized financial solutions tailored to meet the unique needs and goals of each individual client. Out of the total workforce, two registered advisors at Kennedy Wealth And Tax Management, Inc. specialize in investment advisory services. With an average of approximately $123,310,000 in assets under management per investment advisor, they maintain an industry-average perform...
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Assets Under Mgmt

$168.09M

Investment Professionals

2

Locations

0

% 401K & Individual

14%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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