Legacies are rarely built by those that focus on making money;
everlasting legacies are built by those that focus on making a difference.

Our Clients

Affluent Families

Individual and family wealth management excellence is the cornerstone of our expertise at KIG. We consider it an honor and a privilege to currently serve client families with four generations.

Through our multi-disciplined approach, we leverage specialized expertise with the clear understanding that the goal of affluent individuals and families is to continue the tradition of wealth through their children, grandchildren and other heirs. Our experts can help you accomplish that goal, while still providing for your own needs and continuing to grow your assets during your lifetime.

Our strong tradition of serving multigenerational families gives us insights into estate issues and the shifting dynamics that families encounter. We believe that by building a close personal relationship with you and your family, we are better able to anticipate the needs of future generations and can adequately prepare them to handle the responsibilities of significant wealth.

Ask Us Anything
New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 426 York Road, Holicong, PA 18928 • Phone: 215-794-9416 • Fax: 215-794-9417
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Kennedy Investment Group, Inc. ("KIG") is a Registered Investment Advisor ("RIA"), located in the State of New Jersey. KIG provides investment advisory and related services for clients nationally. KIG will maintain all applicable registration and licenses as required by the various states in which KIG conducts business, as applicable. KIG renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.