FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

Your Goals and Dreams, Our Guidance

Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

Meet Our Team

Phone

904.273.7944

Email Us

Address

818 Highway A1A North, Suite 200, Ponte Vedra Beach, FL 32082

Request Information

FINRA's BrokerCheck Obtain more information about our firm and its financial professionals

Investing in the post-pandemic landscape

Wells Fargo Investment Institute offers insights and strategies for investing in post-pandemic markets.

Get the Report

News and Insights

Women and Investing

Women compromise more than half of the U.S. population, but no two women are the same when it comes to managing their money. When we

Effects of Inflation

Are you saving for retirement? For your children’s education? For any other long-term goal? If so, you’ll want to know how inflation can impact your

Estate Planning

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and

Living Trusts

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes

Asset Allocation

Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This

Investment Risks

Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be

Social Security Income

Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to

Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad

Maximizing Your Insurance Benefits

Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps

Why Purchase Life Insurance

We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your

Tax Strategies for Retirement Plans

If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or to

Tax Deferral

“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account

2020 Outlook - A Call for Resilience

Entering 2020, we appear to be in a late part of the economic and market cycles. Although some investors may be tempted to move away...

Stock Market News

Our market analysts keep you updated on the latest market trends including stock market data, news, market activity, and economic reports in the daily stock...

Bond Market Commentary

Updates on bond market data, news, and activity each day...

Market Commentary

Weekly commentary providing analysis with an outlook for the equity market...

Looking Ahead

Looking for a fast way to stay up to date? How the markets performed over the last week and what may happen next week all...

Investment Strategy

Weekly market insights and possible impacts on investors from the Wells Fargo Investment Institute Global Investment Strategy team...

Chart of the Week

Weekly chart using economic data to address timely market topics from the Wells Fargo Investment Institute Global Investment Strategy team...

Global Perspectives

A weekly analysis of timely economic strategy issues from Wells Fargo Investment Institute...

State of the Markets

A look at what’s happening now and what may be ahead from Darrell Cronk, President of Wells Fargo Investment Institute...

Portfolio Perspectives

Explore the intersection between timely topics and potential effects to your investments in Portfolio Perspectives reports...

CARES Act

Recently enacted legislation provides relief for families and businesses impacted by the coronavirus pandemic. The high level summary below highlights some of the provisions that...

Bringing Financial Relief to a Global Crisis

The fallout of the COVID-19 pandemic is being felt around the work. Wells Fargo is working hard to support its customers, employees, and communities...

Special Market Volatility Investor Call

Attend Wells Fargo Investment Institute’s Special Market Volatility Update. Wells Fargo Investment Institute strategists will host a special conference call to provide an update on...

Six Strategies for Weathering Market Volatility

Whenever there’s market volatility, investors naturally become concerned about what they should do to help protect their portfolios. Although there are some strategies that are…

Sustainable Investing

Sustainable investing is gaining popularity as investors increasingly seek to align their investments with their personal values. One way to accomplish this goal is to…

College Financial Aid

Your Investments: What Happens Next?

The anticipated reopenings of the U.S. and world economies may signal the next steps in recovery—which could provide opportunities for investors…

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

Learn More

The Kenney Group