Kennedy Wealth Management, LLC is an independent financial planning and investment management firm located in San Diego, California. Operating as a fee-only Registered Investment Advisor (RIA), the company is bound by a fiduciary duty to act in its clients' best interests. Their services are designed for individuals, families, and business owners, focusing on creating personalized financial strategies that cover retirement planning, investment portfolio management, estate planning, and risk assessment. The firm's mission is to provide objective advice and tailored solutions to help clients achieve their long-term financial goals.

Founded in

United States