Kennedy & Company specializes by providing Wealth and Tax Management services to families with complex planning needs and significant assets, typically in excess of $500,000. We help our clients answer life's most important questions:
Will you have enough money to live independently for the rest of your life?
Do you understand how much retirement will cost and are you on track to meet your goals?
How do you efficiently leave your money to your family and not to the government?
Our office team has developed a unique process combining our expertise in Wealth and Tax Management; including quarterly meetings with each client to address your evolving needs.
Offices located in Southbury, CT & Palm Beach Gardens, FL.
* INDEPENDENCE - INTEGRITY - EXPERIENCE *
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