Kennedy Wealth Management

Our Founder

Kennedy Wealth Management is founded and presided by Mark Kennedy, a seasoned professional with over two decades of experience in the insurance and estate financial planning field. Mark has dedicated his career to helping high net-worth families and business owners develop financial strategies that may potentially allow them to preserve their income and wealth, and leave more money for their loved ones instead of the IRS. Mark's expertise in tax planning, retirement income planning, and wealth transfer has been featured in various media outlets such as the Fox Business Channel, ABC Television, CBS Radio, Smart Money Magazine, BankRate.com, and the Los Angeles Times. He is also the author of the book, "Don't Let The Stock Market or I.R.S. Control Your Retirement."

Our Expertise

At Kennedy Wealth Management, we specialize in two niche markets: the Retiree Wealth Transfer/Preservation Market and the Small Business Pension Planning Market. Our team is skilled in developing financial plans that consider a complete, 360-degree view of our clients' financial picture, ensuring that we can help them achieve their financial goals and retire comfortably and stress-free. Our expertise includes:

• Retirement Income Planning
• 401(K) & IRA Pension Rollover Strategy
• Long Term Care & Life Insurance Planning
• Wealth Transfer, Estate Planning & Charitable Gifting
• Investment Management
• Social Security Maximization

What We Do

We aim to help you sleep comfortably at night without worry. Our process starts with a complimentary, no-obligation consultation where we take the time to understand your financial goals, lifestyle, and risk tolerance. From there, we develop a customized Retirement Roadmap that is designed to help you successfully complete your retirement journey.

We offer a free second opinion review, where we can take a look at your existing financial plan and provide recommendations for improvement. Whether you're looking to rollover your 401(K) or IRA, maximize your social security benefits, or transfer your wealth to the next generation, we're here to help.

What Makes Kennedy Wealth Management Different?

At Kennedy Wealth Management, we pride ourselves on building lifelong relationships with our clients that are rooted in confidence and trust. We understand that each of our clients has unique financial needs and goals, and we take the time to get to know them on a personal level.

Our services and strategies are designed to help you plan for your financial future, and we take a proactive approach to ensuring that your financial plan stays on track. We believe in transparency, and we're here to answer any questions you may have along the way.