Our Team
Our staff is comprised of experienced, hands-on professionals ready to put you on the path towards financial independence.
As your Wealth Management team, we will keep you focused on where you want to go, advise you on how to get there, and stand ready to help you make prudent decisions along the way.
We are committed to being at the forefront of advancement in research and implementation that can benefit our clients.
As your Wealth Management team, we will keep you focused on where you want to go, advise you on how to get there, and stand ready to help you make prudent decisions along the way.
We are committed to being at the forefront of advancement in research and implementation that can benefit our clients.
Our History
In 1995, after a successful career at one of New England’s premier CPA firms, Kevin Kennedy, CPA launched our tax business (Kennedy & Company P.C., CPA’s.). For over 25 years Kennedy & Company P.C., CPA’s has provided sophisticated tax planning and compliance to our nationally based clientele.
As the tax business grew, Kevin grew interested in helping clients access unbiased investment offerings to help them secure their financial future. Kevin obtained the first of multiple investment licenses in 1997. As the firm grew, we were invited to join the nation’s leading independent broker-dealer (Cambridge Investment Research, Inc. in 2003).
Continuing to grow, Kevin was invited to join The New Century Council at Cambridge, a group of forward-looking advisors tasked with studying and thinking about the future of the financial services industry and how to deliver advice in an increasingly complex world.
Our Evolution
In 2008, a strategic decision was made to radically change how we work with our clients; by offering integrated Wealth and Tax planning to high net worth individuals who value unbiased advice, only available after years of diligent study by the principals of the firm.
2014 was another significant year as we launched Kennedy Wealth and Tax Management, LLC, a Registered Investment Advisory firm, affording us significant technological advances and further enhancements to our client service offering.
By carefully selecting the clients whom we work with, we have created a visionary firm of the future, one in which clients rely on us as the center point of coordination for their most important financial affairs.
From Our Family to Yours
