The Kinney Group difference

We are a team of financial professionals with extensive experience and broad expertise: you can always count on our genuine and wise guidance. Whether you are looking to leverage your wealth, protect your capital, or plan your legacy, we are ready to help you meet the challenge. Because of the confidence we instill, we have consistently retained clients through changing market cycles and volatile times.

What Sets the Kinney Group Apart

INTEGRATED APPROACH

Strong relationships with an extensive network of financial and estate planning experts
Resources to fully understand the markets, select money managers
Close co-ordination with your accountant and attorney to synthesize various points of view
Highly customized portfolios

VALUE AND TRUST

Open and transparent about compensation
Clear expectations
Strong results

If an issue arises, we want to be the first call you make. Most likely, we’ve already taken care of whatever financial concern you may have. That’s the added value you can expect from us. That’s why our clients trust us.