Planning for Prosperity
An experienced advisor will work with you to create a tailored, comprehensive plan to confidently pursue your financial goals.
Protect What Matters Most
We’ll guide you toward developing an insurance strategy that aligns with your specific needs.
Financial Empowerment
Discover a world of financial knowledge through Kinecta Wealth Management's engaging and informative webinars.
Navigating Your Financial Journey Together
At Kinecta Wealth Management, we meet you where you are. We get to know you — your goals, wants, and pain points — and utilize these details to create a roadmap for your financial future.
Services We Provide
Our specialized services provide you with personalized financial guidance, experience and a values-driven perspective that empowers you to navigate your financial journey with confidence.
Financial Planning
We take a holistic approach to financial planning by analyzing your current asset allocation and creating a customized, comprehensive plan to align with your goals, risk tolerance and time horizon.
Asset Management & Protection
Upon assessing your unique circumstances, we create a tailored investment and insurance strategy to provide asset accumulation and essential protection for you and your loved ones.
Retirement Planning
Our advisors play a crucial role in your retirement planning by conducting a thorough assessment of your current finances, analyzing your long-term goals, and developing personalized retirement accumulation and income strategies.
Legacy Planning
We help you establish and manage your estate plan, to help ensure your legacy is preserved and your wealth is distributed according to your wishes.
Financial Education
Our webinars provide clear explanations of investing, estate planning, retirement planning, risk management and other topics, equipping you with the tools and insights necessary to make informed decisions, actively participate in your financial journey and pursue your goals with confidence.
Business Planning
We offer quality investment and insurance strategies that are customized to address the unique needs of sole proprietorships and small to mid-size businesses.