- Wealth Management
Wealth Management is the Integration of Financial Planning & Investment Management
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At Kendall Capital, we strive to bring advice and services, typically only offered to the ultra-high-net-worth clientele, to the middle-class millionaire. Whether you’re focused on growing wealth for college and retirement or want to ensure your family is cared for after you’re gone, we have the tools and expertise to help you feel confident in your decisions. Think of us as your go-to, fee-only fiduciary partners for peace of mind to enjoy the life you’ve worked so hard to build.
We coordinate the necessary steps to put your plan into action. This means your financial planning team is working along with your investment team to actually facilitate the strategies for you. We believe Wealth Management is the act of bringing together these two components, Financial Planning and Investment Management, to ultimately help our clients reduce taxes, grow their wealth and enjoy spending it or giving it away. Let us help you take advantage of opportunities without the stress and confusion trying to do it yourself.
If you’ve acquired $500,000 or more in investable assets, including retirement, you’re the kind of person we love to help. We’re not lawyers or tax attorneys, but we can refer you to our trusted network of legal professionals.
Kendall Capital offers support for whatever life brings, for years to come. We can meet with you in person at our office in Metro Washington, DC, or remotely wherever you live across the U.S.
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Kendall Capital can help you manage investments in 401(k), 403(b) and other workplace plans. We incorporate your retirement plan investments into a larger strategy with your other assets. As an independent fee-only firm, Kendall Capital has capabilities to look at the full picture from an investment perspective as part of our financial planning service. Most investment management firms are not allowed or are not equipped to provide specific advice and ongoing supervision when it comes to employer plans. However, we recognized that’s where clients often need help the most and decided to offer this service as part of our commitment to working in your best interest.
By leveraging our experience and wide-ranging network of financial and legal professionals, we provide you with personalized guidance to help make the most of the wealth you’ve built.
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We’ll help craft a solid financial plan for your children’s or grandchildren’s education with custom strategies and projections to help budget for tuition payments.
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We’ll take into consideration all assets and income streams to develop a plan to help achieve your retirement spending goals while also considering tax ramifications and changes in tax laws.
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We’ll work with you to build a diversified investment portfolio and educate you about risk tolerance in order to achieve your financial goals.
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Kendall Capital will help you implement strategies to take advantage of changes in the tax laws today while helping you understand how to improve your situation to reduce taxes in the future.
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We’ll help you plan for the well-organized management and distribution of your assets and assist your heirs in managing their new wealth, if desired.
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Our advisors will help you navigate the complexities of trust creation and administration to manage your wealth effectively while saving you time and frustration.
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We’ll work with you to evaluate your social security benefits and show you how different options affect your retirement income over the long term.
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Our team will make it easy for you to align your charitable intentions with tax-efficient strategies so you can make a difference today as well as leave a legacy when it comes to the causes you care about.
Coordinating Services to Achieve Your Personal Financial Goals
We believe financial planning works best when paired with ongoing investment management and done in collaboration with other parties, such as tax advisors and estate attorneys. We don’t just give you a plan and let you walk away. We are there for you every step of the way along your journey.
Investment Management to Meet Your Milestones
Investment Management to Meet Your Milestones Our investment management services can give you peace of mind by managing your assets, especially through market volatility.
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Ongoing Financial Planning to Set Goals & Measure Results
Ongoing Financial Planning to Set Goals & Measure Results High-quality, personalized financial planning lays the foundation for everything we do. We work with you to define goals and educate you on strategies. Then we make decisions together to put the plan into action.
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