Financial Planning for Business Owners

Kensington Wealth Management is a direct extension of your financial network

Business Owners

Owners of closely held and family-run businesses often face financial decisions that extend beyond the business itself. Personal obligations, long-term family considerations, and business planning are frequently interconnected, making coordinated financial planning especially important.

Working with a financial advisor who understands the structure of family-owned businesses and the financial considerations common within Orthodox communities can help bring clarity to these decisions. Planning often involves balancing business growth, household needs, and long-term objectives in a thoughtful and organized way.

Our team works with business owners and families to develop financial strategies that consider both personal and business circumstances. We take the time to understand your priorities, values, and planning concerns so that financial decisions remain aligned with what matters most to you.

We view financial planning as an ongoing process. As family needs, business operations, and financial conditions change over time, planning strategies may need to be reviewed and adjusted. We work with clients to revisit their plans periodically to reflect changes in personal circumstances, business considerations, and market conditions.

Our services may include guidance related to retirement planning, tax-aware strategies, and investment approaches based on stated objectives and risk considerations. We also help clients evaluate financial decisions related to business expansion, capital investments, education planning, and intergenerational considerations.

Our approach emphasizes clear communication, discretion, and long-term professional relationships. By providing structured financial guidance, we aim to help business owners better navigate financial complexity while maintaining focus on their families and businesses.

If you would like to learn more about our planning approach, we invite you to schedule an introductory consultation.

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Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

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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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