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Kennedy Wealth Management
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  • Our Founder
  • Our Expertise
    • 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
  • FAQs
  • KWM Media
  • KWM Spotlight

We want to help you sleep comfortably at night without worry.

How We Can Help You

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

Our Mission

To help you retire comfortably and stress free by designing a blueprint that provides enough income to last you the rest of your life, while leaving behind a legacy to those you love and care about.

Kennedy Wealth Management

Mark Kennedy, Kennedy Wealth Management LLC and Kennedy Financial & Insurance Services Inc take no responsibility for the accuracy of the content contained herein. Any tax advice implied or offered is from the personal opinions of the website authors and should be confirmed by a competent attorney or tax professional. Insurance services offered by Kennedy Financial & Insurance Services Inc, CA Insurance Lic #OL71045

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