Kennedy Wealth Group is a comprehensive team of dedicated financial professionals with 19 years of experience, offering comprehensive wealth planning services for high-net-worth clients. They specialize in areas such as tax law, estate planning, wealth preservation, asset protection, business succession, and family legacy planning. With a focus on education and knowledge, their financial advisor, Jeff Kennedy, is a former Navy fighter pilot and a fiduciary committed to providing trusted guidance to their clients.
They cater to astute investors and work closely with CPAs to enhance value and improve client engagements through professional education. Kennedy Wealth Group helps clients navigate complex financial situations, such as reducing stock market exposure, long-term care needs, asset protection, and estate tax liabilities. Their goal is to guide clients on their path to financial freedom and ensure their dispositive desires are met.
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