The Power of Legacy Living.

Comprehensive Wealth Planning For High-Net-Worth Clients

~

Jeff Kennedy - Financial Planner, Managing Partner

I'm a paragraph. Click here to add your own text and edit me. Let your users get to know you.

I'm a paragraph. Click here to add your own text and edit me. Let your users get to know you.

I'm a paragraph. Click here to add your own text and edit me. Let your users get to know you.

 
f14-tomcat.jpg

Fighter Pilot

A former Navy fighter pilot who fought to protect our country.

Screen Shot 2019-06-18 at 9.43.48 PM.png

Educator

A financial advisor committed to education and knowledge.

Checking Text on a Document

Fiduciary

A fiduciary holding a legal and ethical relationship of trust.

Kennedy Wealth Group is a comprehensive team of dedicated financial professionals helping to guide you on your path to financial freedom.

18

Years of Experience

7

Licensed States

8

Team Members

42

Strategic Partners
Smiling Mature Woman

Case #1

A client referred by her CPA needed ways to reduce her stock market exposure and feel more comfortable with her retirement plan.

Senior Couple

Case #2

A couple in their late 60s was referred by their CPA seeking long-term care needs and ways to protect their assets.

Senior Male Doctor

Case #3

One of our best clients wants to sell his building after depreciating it for 30 years

We cater to the underserved astute investor by working with you in areas of tax law, estate planning, wealth preservation, asset protection, business succession, and family legacy planning.

 

Case #4

Referred by one of our good clients, a business owner wanted to determine if her wills and trust would accomplish their dispositive desires.

Smiling Man with Tie

Case #5

A new client referred by his CPA was unaware that his heirs would only receive a small portion of his pension benefits.

Senior Male Doctor

Case #6

A current client and physician who sold his practice for millions wanted to reduce his estate tax liabilities and protect his assets.

Kennedy Wealth Group helps CPAs enhance value and improve client engagements through professional education.

Locations & Office Numbers:

Austin 512-575-0574  |  Quincy 217-221-1300  |  Bethalto 618-377-2004

Contact us

 

IMPORTANT: Please do not provide any account information or trade instructions on this un-secured form field. 

Thanks for submitting!

Every financial adviser who is properly licensed has a profile with detailed information you can check on FINRA’s BrokerCheck.

Unknown.png

Copyright 2019 Kennedy Wealth Group

​

Jeff Kennedy with Kennedy Wealth Group is an Investment Advisor Representative. Independent investment advisory services offered through Capital Advisor Network (CAN), a State of Indiana Registered Investment Advisor. Securities offered through Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRA, SIPC. Kennedy Wealth Group and CAN are independent of CSS.   Please be advised that presently, Jeff Kennedy holds a Series 7 license in CO, FL, IL, IA, IN, KS, MO, ND, PA, SD, and TX. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Jeff Kennedy before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.