"A good life through passionate, effective planning."
  

At Kendall Wealth Partners:

"it is all about you!"

Kendall Wealth Partners
is a financial services and wealth management firm.

(For more information about us, see "Who we are."





Financial planning

is the story of your life.

It is an ongoing conversation about the story of your life. It is a holistic, strategic planning approach based upon a conversation about "what is important about money to you."

It is your personal story—your ambition—for your life.

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We focus on what is important to you. We help you make smart choices about your money and finances so you can pursue a better future for you and your family.

We help empower you to take action to fulfill your dreams and goals, and perhaps ultimately transform your life.

Money, wealth, and finances are simply the means to providing a good life. They provide you with the power to lead a fulfilling life.

At Kendall Wealth Partners, we help you simplify your financial life. We help you design the story of your life with a financial plan.

Developing your unique story is critical to your financial planning process.

We help people feel confident and good about their financial affairs.


Top Photo: Honolulu, Hawaii June 2003
Bottom Photo: The Lodge, Pebble Beach,
California, May 2000 by 
Susan L. Kendall


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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
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