Kennedy Jennings Wealth Management RBC

Advisory solutions

Advisory (ongoing, most common)

Financial life plans have many moving parts, and the integration of its components effectively is essential to success. At The Kennedy Jennings Wealth Management Group, our flagship offering is dedicated, ongoing fee based advisory service. We look deeply into your full financial picture: investment management, tax considerations, risk exposure, cash flow, health care options, insurance optimization, estate planning services, gifting desires, and any other opportunities aligned with your circumstances. Then, with your vision and values in mind, we put your money to work in harmony as each chapter of your financial life plan unfolds.

Neither RBC Wealth Management, a division of RBC Capital Markets, LLC (“RBC WM”), nor its affiliates or employees provide legal, accounting or tax advice. All legal, accounting or tax decisions regarding your accounts and any transactions or investments entered into in relation to such accounts, should be made in consultation with your independent advisors. No information, including but not limited to written materials, provided by RBC WM or its affiliates or employees should be construed as legal, accounting or tax advice.

IMPORTANT: The projections or other information generated by RBC WealthPlan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

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