WHO WE ARE

Kinnear Family Wealth Management is a leading wealth management team offering global investment management and strategic advisory services to ultra-high-net-worth families and individuals.

WHAT WE DO

We are committed to safeguarding and advancing wealth across generations while providing clients with the attentiveness and personal counsel of a boutique, powered by the global resources of Wells Fargo.

WHO WE SERVE

We serve a select group of multi-generational families, business owners and operators, founders and executives of public companies, private equity and hedge fund professionals and family offices.

Transcript

2020 INVESTMENT OUTLOOK

The Wells Fargo Investment Institute's global investment strategists share what they think the bigger investment news stories of 2020 will be and how investors can position portfolios accordingly. 

FEATURED INSIGHTS

Wealth Planning Update

WEALTH PLANNING UPDATE

Low interest rates and depressed asset valuations can provide an opportunity to take some control of your legal and financial situation.

The CARES Act

THE CARES ACT

The CARES Act provides immediate relief for families and businesses impacted by the COVID-19 pandemic. Read a summary of the provisions.

Investment Strategy

THE BOTTOMING PROCESS

Our strategists provide a three-step guide to bear market investing—how to recognize false signals markets can send as they search for a bottom.

LET'S START A CONVERSATION

Stephen Pendleton

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