Legal


Kennedy Wealth and Tax Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kennedy Wealth and Tax Management, Inc. and its representatives are properly licensed or exempt from licensure.  This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kennedy Wealth and Tax Management, Inc. unless a client service agreement is in place.

Form ADV Part 2A – Firm Brochure 03.20.18

Form ADV Part 2B – Kennedy 03.20.18

Form ADV Part 2B – Bunger 03.20.18