Kennedy Wealth and Tax Management, Inc.

In 1995, after a successful career at one of New England’s premier CPA firms, Kevin Kennedy, CPA launched our tax business (Kennedy & Company P.C., CPA’s.). For over 20 years Kennedy & Company P.C., CPA’s has provided sophisticated tax planning and compliance to our nationally based clientele. As the tax business grew, Kevin grew interested in helping clients access unbiased investment offerings to help them secure their financial future. Kevin obtained the first of multiple investment licenses in 1997. As the firm grew, we were invited to join the nation’s leading independent broker-dealer (Cambridge Investment Research, Inc. in 2003). Continuing to grow, Kevin was invited to join The New Century Council at Cambridge, a group of forward-looking advisors tasked with studying and thinking about the future of the financial services industry and how to deliver advice in an increasingly complex world. 2004 marked an historic point in the history of our firm as Greg Bunger, CFP® joined Kennedy & Company P.C., CPA’s. Kevin and Greg spent several years’ together thinking about how to best deliver advice, in a fiduciary capacity to our clients. In 2008, a strategic decision was made to radically change how we work with our clients; by offering integrated Wealth and Tax planning to high net worth individuals who value unbiased advice, only available after years of diligent study by the principals of the firm. 2014 was another significant year as we launched Kennedy Wealth and Tax Management, Inc., a Registered Investment Advisory firm, affording us significant technological advances and further enhancements to our client service offering.

Address: One Pomperaug Office Park, Suite 307, Southbury, CT 06488, USA

Phone: +1 203 264 1200
FAX: +1 203 264 3888