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Navigating Your Financial Journey Together

At Kinecta Wealth Management, we meet you where you are. We get to know you — your goals, wants, and pain points — and utilize these details to create a roadmap for your financial future.

About Us

Services We Provide

Our specialized services provide you with personalized financial guidance, experience and a values-driven perspective that empowers you to navigate your financial journey with confidence.

Financial Planning

We take a holistic approach to financial planning by analyzing your current asset allocation and creating a customized, comprehensive plan to align with your goals, risk tolerance and time horizon.

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Asset Management & Protection

Upon assessing your unique circumstances, we create a tailored investment and insurance strategy to provide asset accumulation and essential protection for you and your loved ones.

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Retirement Planning

Our advisors play a crucial role in your retirement planning by conducting a thorough assessment of your current finances, analyzing your long-term goals, and developing personalized retirement accumulation and income strategies.

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Legacy Planning

We help you establish and manage your estate plan, to help ensure your legacy is preserved and your wealth is distributed according to your wishes.

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Financial Education

Our webinars provide clear explanations of investing, estate planning, retirement planning, risk management and other topics, equipping you with the tools and insights necessary to make informed decisions, actively participate in your financial journey and pursue your goals with confidence.

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Business Planning

We offer quality investment and insurance strategies that are customized to address the unique needs of sole proprietorships and small to mid-size businesses.

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