We are proud of the fact that we commonly
serve families through four generations.

Our Specialties

Multi-Generational Planning

KIG’s strong tradition of serving multigenerational families gives us insights into estate issues and the shifting dynamics that families encounter as assets grow. We build plans designed to maximize your wealth within the family lineage over a period of decades, looking fifty-to-one hundred years into the future.

Individual and family wealth management excellence is the cornerstone of our expertise at KIG. We consider it an honor and a privilege, as well as an achievement, to currently serve our client families through four generations. During the next 51 years, 41 trillion dollars will be transferred through bloodlines and establishing a plan for the continued preservation of wealth throughout the generations is paramount.

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New Jersey Headquarters: 196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
Pennsylvania Office: 5426 York Road, P.O. Box 779, 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.