Our approach to wealth management begins with you

Together we will:

We take the time to make sure you are comfortable with our guidance and you feel we are clear about your expectations. We will consistently work to help you avoid surprises and reach your objectives by continuously monitoring your accounts and reviewing your cash flow. As we establish your financial plan, we will track the performance of your investments and make appropriate adjustments for life changes as well as economic conditions.

And we will communicate with you on a regular basis with:


© THE KINNEY GROUP, LLC  |  201 South Lake Avenue, Suite 510, Pasadena, CA 91101  |  626.796.1860 T  |  626.796.1864  F  |  855.796.1860 Toll free