28300 Kensington Lane,
START YOUR FINANCIAL JOURNEY TODAY
We can help you chart a course today to pursue your tomorrow.
FOCUSED ON YOUR FUTURE
Preserve a legacy that will last.
PLANNING FOR ALL OF LIFE'S MOMENTS
We're here for you through every stage of life.
When it comes to money, everyone has different goals and hopes. Some people may want to spend retirement traveling while others want to invest in a new passion. No two people are the same, so investment plans have to be just as unique. Wherever you're headed, we can find the right financial strategies to get you there.
Create a customized investment strategy to manage your financial assets and investments in order to pursue your future goals.
A well-structured risk strategy can help protect your loved ones from the financial consequences of life's unexpected events.
Enjoy the fruits of your labor. We can help you build a plan that helps you manage your short- and long-term goals.
Our client-driven approach provides customized asset management where we strive to increase your total wealth over time by acquiring, maintaining, and trading investments.
There are plenty of options for managing your money leading up to retirement, from investing in the markets to careful estate planning for your family. When you work with the professional financial advisors at Kersten Wealth Management Group, you can find investments that make sense for you and your lifestyle while gaining the confidence that you are taking the right steps to plan your future as well as your family's.
Check Out Our Podcast
Money Sense by the Kersten Wealth Management Group
Listen on 1370 WSPD (WSPD-AM) or Apple Podcasts.
We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.
Weekly Market Commentary
Thoughtful insight on market news.
Helpful documents provided by the LPL Research Team.
Curated articles, videos, and more for a financially savvier you.
Stay up to date on the latest firm news.
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