Austin 512-575-0574 | Quincy 217-221-1300 | Bethalto 618-377-2004
The Power of Legacy Living.
Comprehensive Wealth Planning For High-Net-Worth Clients
~
Jeff Kennedy - Financial Planner, Managing Partner
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Fighter Pilot
A former Navy fighter pilot who fought to protect our country.
Educator
A financial advisor committed to education and knowledge.
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.
19
Years of Experience
13
Licensed States
8
Team Members
42
Strategic Partners
Case #1
A client referred by her CPA needed ways to reduce her stock market exposure and feel more comfortable with her retirement plan.
Case #2
A couple in their late 60s was referred by their CPA seeking long-term care needs and ways to protect their assets.
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.
Case #5
A new client referred by his CPA was unaware that his heirs would only receive a small portion of his pension benefits.
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
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