At KIG, your dreams become our goals,
written down with deadlines.

Our Specialties

Wealth Management

We believe high-net-worth individuals benefit from a holistic approach in which a highly qualified team coordinates all the services needed to manage their wealth and plan for their current and future needs.

We begin by developing a customized plan specially tailored to your goals and objectives that will manage your wealth based on your financial situation and comfort level with risk. After the original plan is developed, we meet regularly to update goals, review, and redefine the portfolio, as needed, and investigate whether additional services are needed.

We ensure that your plan will adapt and evolve as your current situation or goals change. You can be certain that your investment will be held accountable to its original intended objectives and held to the highest standards of integrity.

Ask Us Anything
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
© 2023 Kennedy Investment Group. Privacy PolicyDisclosuresFORM CRS
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.