Are you a Middle-Class Millionaire®?
While most of us may not consider ourselves millionaires, it is true that through disciplined saving, shrewd investing, or timely inheritance, or a combination of these, an increasing number of individuals and families throughout the Washington, D.C.-metropolitan area have accumulated $500,000 or more in investable assets. These assets may include employer-sponsored retirement plans such as 401(k)s and 403(b)s.
While we strive to be the predominant fiduciary investment advisors firm in the Washington, D.C.-metropolitan area, we can take care of our clients anywhere in the country. As their lives change, we’re there to support them, wherever they decide to live.
Retired or thinking about retirement?
Many of you are in, or are near retirement, approaching the 50-70-year-old range. While you may not consider yourself a millionaire, your finances are significant and require informed decisions in order to preserve, strengthen, and grow what you have worked so hard to achieve.
Making Informed Decisions
Even the good life is filled with challenges. For middle-class millionaires, today’s market is bursting with different investment opportunities and management styles, as well as a copious amount of financial and estate planning tools and techniques. Sorting through the options to decide the best potential outcomes for your situation can be overwhelming.
We Care Deeply
At Kendall Capital, we understand that you have unique questions weighing heavily on your mind and need targeted advice. We’ll guide you through sound financial strategies that will help you sleep at night knowing your concerns are being addressed and your interests are being guarded.
Cite the Sources
Wall Street Journal
1 in 11 households in the DC metro area have investable assets of over $1 million.
30% of Americans are not at all confident about their retirement savings.
Kendall Capital is a leading fee-only investment firm in the D.C. area.