Kendall Wealth LLC Is a Boutique Firm That Is Focused on Helping You
Orchestrate Your Life’s Financial Objectives.
 

We work with successful individuals and families who seek a nurturing relationship with an advisor who will guide them towards achieving their financial and life objectives. Kendall Wealth LLC is an independent, woman-owned Registered Investment Advisor, and we offer planning and investment management services. Our process is founded in building a relationship and understanding you needs, first and foremost.
 

Our Clients Are Special
 

Our clients want a very personal and trusted relationship with their advisor. They want an experienced, caring person who understands their goals and helps them stay on a path to achieve those goals.

Having already found success, most of our clients understand that wealth is not a means to an end, but rather a tool to live a happy and fulfilled life, and a way to create their legacy. Our clients seek guidance and structure, using a caring holistic approach.

If you are interested in having an advisor/partner who cares about you and guides you through all the transitions in your life, we might be a good fit for you.
 

We want you to live a great life based on your values and passions.

10 Rogers Street, Suite 118 • Cambridge Massachusetts 02142 • Phone: (617) 945-2371
 

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