Wealth Management 

At Kendall Wealth LLC, we support individuals and families navigating major financial decisions and life transitions. Whether you’re planning for retirement, saving for your child’s education, adjusting to a life change, or preparing to transfer wealth to the next generation, we help you move forward with clarity and confidence. Our services are tailored to your goals and values, connecting investment management, estate & legacy planning, and holistic financial guidance. We take a thoughtful, relationship-focused approach to ensure that your plan reflects both your current needs and your future vision.

We integrate the following core components into each client’s financial planning process.

  • Regular meetings with advisor
  • Existing portfolio analysis
  • Strategic account & asset allocations
  • Ongoing account rebalancing
  • Risk assessment during life transitions
  • Tax loss harvesting
  • Access to our online portal
  • ESG and values-based investing

  • Conversations and guidance through life transitions
  • Helping heirs navigate estate transitions
  • Inheritance planning and integration
  • Preparing fiduciaries for their role in the estate administration
  • Pre- and post-liquidity event planning
  • Next-generation education on financial literacy
  • Legacy and stewardship conversations
  • Coordinating with estate attorneys
  • Providing trusted professional referrals
  • Providing resources: Widow’s Guide and Inheritor’s Guide Books

  • Holistiplan tax return report and analysis
  • Review of draft return in coordination with CPA
  • Tax scenario analysis
  • Irrevocable trust income analysis and planning
  • Annual discussion regarding taxes
  • Planning for tax implications of inherited assets
  • Provide tax documents to clients and CPAs
  • ROTH conversion analysis

  • Goals and values framework
  • Insurance needs analysis
  • Retirement spend-down report
  • Education savings analysis
  • Retirement projection and analysis
  • Retirement savings recommendations
  • Cash flow and budget analysis
  • Bridge financing (via Schwab Pledged Asset Line)
  • Loan analysis

  • Define charitable giving goals
  • Establish Donor Advised Fund (DAF) with Schwab Charitable DAF Giving360TM
  • Advise on DAF legacy gifting strategies for maximizing charitable impact
  • Identify assets to fund charitable gifts
  • Educational meeting with DAF successor trustees

  • Annual discussion regarding estate plan and review of the flowchart
  • Establishing and retitling of accounts to properly fund trusts
  • Update beneficiaries consistent with goals and attorney recommendations
  • Review of irrevocable trusts and discussions about advanced estate planning techniques

WORKING TOGETHER

HOW WE HELP

Support to simplify & guide your journey.

OUR SERVICES

Planning solutions tailored to your life. 

OUR TEAM

Meet the team and trusted partners. 

GET STARTED

Let’s discuss your needs and goals. 

WANT TO LEARN MORE?

Check out some of our most recent newsletters:

A Volatile First Half Ends on a High Note … At Least for Diversified Investors
Navigating Market Volatility: Understanding the Recent Market Turmoil
In Shaky Times, Investors Should Hold Their Nerve
Spending Ability: A Fresh Way of Viewing Markets and Interest Rates
Ignoring the Bumps
The Tortoise and the Hare
Rising Stocks Left Predictions Grounded
Seven Stocks Driving Returns