8 Compelling Tax Reasons For Roth IRA Conversion

8 Compelling Tax Reasons For Roth IRA Conversion

Should you convert assets in a traditional IRA into a Roth? It depends on your personal circumstances and preferences, and…

Combine Investment And Tax Benefits In 529 Plans

Combine Investment And Tax Benefits In 529 Plans

With college costs continuing to soar, what's a cash-strapped parent to do? Consider the benefits of a Section 529 plan.…

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Alameda’s Wealth Management Specialist

Kevin Kennedy LLC provides independent wealth management services to individuals, families, and business owners in the Alameda area. We partner with you to design a highly personalized, comprehensive financial plan based on your individual needs and goals. We then form key strategic alliances to manage your plan and help you reach your life goals and financial objectives.

You have worked hard to accumulate your assets, and we work hard to help you build, manage, and preserve those assets. As a Registered Investment Advisor, we always put your interests first and strive for excellence in every facet of our practice.

You will benefit from working with us if you:

  • Are committed to achieving success for you and your family
  • Lack the time to manage your financial affairs on a daily basis
  • Want to simplify your life and build a relationship with an experienced professional
  • Value the financial security of having a partner in managing your wealth
  • Seek comprehensive advice on all of your investable assets

Kevin Kennedy LLC works with your legal and tax advisors to coordinate your overall financial life while managing your investments. We get to know you well so that we can provide the big-picture oversight that you need to succeed. We are committed to providing you:

  • Personalized service
  • Commitment to your success
  • Expertise and experience
  • Comprehensive wealth management services
  • Independent, objective advice and solutions
  • A close partnership

Our four-step Life/Wealth Planning Process is designed to define your goals, evaluate your financial situation, implement solutions, and manage your financial plan. Let Kevin Kennedy LLC be your partner in achieving long-term financial success and peace of mind.


Some day we’ll be able to look back at 2020 in amazement, wondering how the world could be so screwed up on so many fronts all at once. We’ve all fa...

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