Kennedy Wealth And Tax Management, Inc.

Kennedy Wealth & Tax Management, LLC is a financial advisory firm based in Southbury, CT, established in 2014. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and pension and profit-sharing plans. As a fiduciary, the firm is committed to acting in the best interest of its clients. Services offered include asset management, comprehensive portfolio management, financial planning, pension consulting, and trustee support services. For asset management and comprehensive portfolio management, the firm tailors investment strategies to meet clients' specific needs, utilizing a variety of securities and investments. Fees for asset management range from 0.20% to 1.30% based on assets under management. Financial planning and consulting services are offered on an hourly or flat fee basis, with fees ranging from $3,500 to $10,000. Pension consulting fees range from 0.45% to 1.00% based on plan assets under management. The firm recommends Charles Schwab & Co., Inc. as a custodian and broker for client assets. Clients receive account statements directly from the custodian, and the firm does not accept proxy authority to vote client securities. Kennedy Wealth & Tax Management, LLC does not charge performance-based fees and does not offer or sponsor a wrap fee program. The firm has no disciplinary events and does not provide financial information in the brochure. Clients are encouraged to review the full Code of Ethics upon request.