Kennedy Wealth Design Works with Professionals, Entrepreneurs, and Retirees to Design a Custom, Coordinated, and Integrated System that Manages Wealth

Murfreesboro, TN, United States – Kennedy Wealth Design (KWD) is a wealth management firm specializing in strategies for Professionals, Entrepreneurs, and Retirees to help them develop a customized and integrated wealth management plan. Potential clients can book an appointment or schedule a call with Matt Kennedy, the founder of KWD.

Matt Kennedy is the author of the bestselling book entitled Untapped Wealth, a guide on how to use little known strategies to stop losing millions to banks, Wall Street, and the IRS… And beat them at their own game.

Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential. Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.

Throughout the years, Matt has helped his clients not only save their hard-earned cash but, assisted them in planning for security and growth. He specializes in working with business owners, surgeons, physicians, dentists, and high-income professionals.

Matt earned a Bachelor of Business Communication with a Minor in Management from Union University. He holds Life and Health licenses as well as the following FINRA series licenses: 6, 22, 62, 63, and 65. Matt is registered to offer securities through First Heartland® Capital, Inc. Member FINRA/SIPC and offer advisory services through First Heartland® Consultants, Inc. Kennedy Wealth Design is not affiliated with First Heartland® Capital, Inc. or First Heartland® Consultants, Inc.

To schedule a call with Matt Kennedy or get a copy of his bestselling book Untapped Wealth visit: https://kennedywealthdesign.com/

Media Contact
Company Name: Kennedy Wealth Design
Contact Person: Matthew Kennedy
Email: Send Email
City: Murfreesboro
State: TN
Country: United States
Website: www.kennedywealthdesign.com