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 employ a consultative approach to create a finely tuned set of solutions that work together to help you achieve your goals, adhere to your values, and potentially unlock new opportunities.

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

FORGING A PATH FORWARD

In its 2021 Outlook report—Forging a Path Forward—Wells Fargo Investment Institute shares its forecasts for equities, fixed income, and real assets, as well as what the development of a COVID-19 vaccine and post-election policy changes could mean for the U.S. economy. The report also highlights potential investment opportunities in 2021 arising from the recovery.

FEATURED INSIGHTS

Wealth Planning Update

WEALTH PLANNING UPDATE

Low interest rates and depressed asset valuations can provide an opportunity to use IRS rate-linked strategies as a part of a wealth transfer plan.

2020_Election_Insights

THE 2020 ELECTION

Stay up-to-date on the election news—and its implications for your individual tax, estate, and investment planning. Check here for our latest insights.

Investment Strategy

INVESTOR GUIDANCE

The Wells Fargo Investment Institute shares their Top 5 Portfolio Ideas for 2021. Lean how to position your portfolios by clicking the link below.

LET'S START A CONVERSATION

Stephen Pendleton

CONTACT US

Connect with us at anytime. We look forward to learning more about your goals, values, and priorities and demonstrating how we can help you achieve your vision.

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