Invest In Your Future
Wise strategies for the financially established
We proudly serve a select group of clients who place a high value on long-term relationships built on trust and open communication.
Professional Wealth Management
Providing well-informed, trustworthy investment advice for over 20 years.
Approach
Kestrel Wealth is an independent Registered Investment Advisor that is dedicated to acting in your best interest at all times and to providing you and your family the tools necessary to approach your financial future with confidence.
How we Invest
Our primary function is to protect the wealth of our clients. In addition, we are tasked with generating cash flow as well as growing client assets, earning a meaningful return after fees, taxes and inflation. Our investment style is value driven, and accomplished only by rigorous fundamental research. At times we do buy growth, but only at a reasonable price. We prefer using individual stocks and bonds when constructing portfolios.
How It Works
While our primary function is the analysis of securities and the management of client portfolios, we also assist in retirement, tax and estate planning. We are happy to work with your attorney or tax professional, or we can refer you to local professionals to assist in your planning needs.
Kestrel Wealth.
We have partnered with FIDELITY INVESTMENTS to provide portfolio management accounting, securities trading, and statement generation. Utilizing a third-party custodian also enforces proper checks and balances. Fidelity Investments is a registered trademark of FMR, LLC.