Business Guidance

Helping Business Owners & Professionals Thrive

At KWM, we work with business owners and professionals to help them manage, grow, and protect their enterprises with clarity, discipline, and long-term perspective. We understand the demands of balancing business growth with personal priorities, risk management, and future planning.

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How We Help

  • Business Financial Planning: Cash-flow management, budgeting, and risk assessment designed to support stability, scalability, and informed decision making.
  • Succession & Continuity Planning: Strategies to help ensure a smooth transition of ownership, preserve enterprise value, and align business outcomes with long-term family objectives.
  • Tax & Investment Strategy: Coordinated planning that aligns business finances with personal wealth goals, emphasizing efficiency, risk management, and sustainable growth.
  • Professional Coordination: Collaborative support alongside accountants, attorneys, and other advisors to implement integrated and effective solutions.

Our Approach

  • Principles-based planning with a long-term focus
  • Practical, transparent guidance tailored to each client’s business and personal goals
  • Experience across financial markets, including institutional investment management
  • Emphasis on responsible growth, risk awareness, and continuity

Take the Next Step

Protect your business, strengthen your financial position, and plan with confidence. Schedule a private consultation with Mendy Simon to discuss your goals and next steps.

Getting Started

Schedule a private, no-obligation consult. We’ll take time to understand your unique priorities, answer both halachic and financial questions, and propose a tailored plan designed to align with your values and long-term goals. Our process is confidential, client-focused, and built to give you clarity and confidence before making any decisions.

About Our Team

Moshe Silver, CFP® — A seasoned adviser with decades of experience guiding families and institutions, offering financial expertise rooted in integrity and long-term stewardship. He has worked extensively with Orthodox and Hasidic families, helping them align their financial growth.
Rabbinic Liaison — Available to provide consultation on minhag and halachic matters, ensuring that every financial plan is reviewed with sensitivity to communal standards and Torah principles.

Yes — we have experience working with congregations and chinuch institutions to build conservative, halachically reviewed portfolios.

Values & Disclosures

We honor client confidentiality and act as fiduciaries. Investments involve risk; past performance is not a guarantee of future results. Our halachic screening is offered as a service and does not replace personal rabbinic guidance.

Visit

4910 13th Ave
Brooklyn, NY 11219

Call

(718) 436-2111

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Email

msilver@kenscap.com

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Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

Disclosures

KWM

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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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