Our investment and insurance professionals are experienced advisors who offer innovative solutions to both businesses and individuals.

At Kennedy and Coe Wealth Management, LLC, we focus on developing strong long-term client relationships. By understanding your unique goals, needs, and situation we can develop customized investment and risk management strategies to help you meet your objectives.

The depth of experience and knowledge we can bring our clients is extended through our affiliation with Kennedy and Coe, LLC, certified public accountants and consultants. Our broad base of experience allows us to develop strategies with the maturity, detailed knowledge, professional objectivity and comprehensive resources needed to meet ever-changing financial circumstances.


Click here for our Weekly Market Commentary