Kennedy Wealth Management

Specialties

–Wealth Accumulation

–Asset Protection

–Retirement Planning

–Tax Planning

–Estate Planning

–Trusts

–Life Insurance

–Probate

–IRA Legacy Planning

History

Established in 1994.

Kennedy Wealth Management specializes in the Retiree Wealth Transfer/​Preservation Market and the Small Business Pension Planning Market. They work closely with clients to preserve their wealth and generate lifetime income streams from it.

Meet the Business Owner

Mark K.

Business Owner

Mark Kennedy has helped small business owners, individuals and families in the Greater Los Angeles area with their wealth planning needs for nearly two decades.

He is a renowned and highly sought after retirement preservation and distribution expert that has been featured on numerous major news outlets including Fox Business, ABC and CBS. As an author he has written articles for several publications, including Senior Living, Smart Money, Life After 50, Los Angeles Daily News and CNBC​.com. Kennedy has also hosted 45 successful broadcasts of his retirement strategies show, «Retire in Style,» on KRLA AM 870.