Family Wealth Planning

Retirement · Legacy · Education

At KWM, we help families plan with clarity, discipline, and responsibility. Our goal is straightforward: protect your wealth, support your family’s needs, and create a lasting financial foundation for future generations.

What We Offer

  • Retirement Security: Strategies designed to provide long-term stability, predictable income, and confidence throughout retirement.

  • Legacy & Estate Planning: Thoughtful planning to preserve assets, reduce complexity, and ensure your intentions are clearly carried out.
  • Education Funding: Structured solutions to help fund education—primary through higher education—without unnecessary financial strain.

Our Approach — Diciplined, Thoughful, Client-Focused

  • Values-driven planning: We take a long-term, principled approach to wealth management, emphasizing trust, accountability, and sound decision-making.
  • Practical, measurable strategies: We translate goals into clear plans, including cash-flow analysis, retirement income modeling, education funding strategies, and coordinated estate planning.
  • Family-aware solutions: Our planning reflects the realities of family dynamics, multi-generational goals, and personal priorities, ensuring solutions are both effective and sustainable.
  • Experienced investment perspective: Our team applies market expertise with a risk-aware mindset, focusing on preservation, diversification, and long-term growth appropriate for family wealth.
  • Hands-on guidance: We work closely with clients at every stage—explaining options clearly, organizing documentation, and coordinating with attorneys and tax professionals as needed.

Take the First Step

Protect your family’s future today. Schedule a consultation with KWM to review your goals and develop a practical, customized plan.

SCHEDULE YOUR CONSULTATION WITH KWM

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Partners

Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

Disclosures

KWM

Disclaimer

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Kensington Wealth Management (KWM) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Viewing this website or contacting KWM does not create an adviser–client relationship unless and until a formal agreement is executed.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk including loss of principal. KWM does not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. Past performance does not guarantee future results.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested.

KWM strives to provide accurate and up-to-date information. However, we make no representations as to the accuracy, completeness, or timeliness of the information contained on this website. Information may be changed or updated without notice The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state by Kensington Wealth Management in the rendering of personalized investment advice for compensation shall not be made without first complying with applicable jurisdiction requirements or pursuant to an applicable state exemption.

Kensington Wealth Management is an independent registered investment adviser and is not a broker-dealer. Client accounts are held at unaffiliated custodians, including Interactive Brokers LLC and Charles Schwab & Co., Inc., which may charge brokerage commissions and other transaction-related fees in addition to advisory fees.

Is a registered investment adviser offering advisory services in the State of New York, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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