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Kindred Wealth Partners


Kindred means family.  A Kindred Spirit is someone you trust and who you feel safe sharing something personal because you have the same belief, attitude or feeling.  Kindred Wealth Partners embodies that spirit as generations of families have trusted us to guide them through life’s challenging decisions. 

Kindred’s roots date back to 1976 when our founding partners created one of the first true wealth management teams in the business.  They knew then that a collaborative and specialized approach in guiding families was the best path forward.  We continue that tradition to this day, intent on simplifying your family’s financial needs and making your future as clear as possible.