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Investment Management and Financial Planning


LIFE IS A JOURNEY…

While it would be much more convenient for life to unfold along a predictable continuum, the reality is often quite different for most, if not all, individuals and families.  The other reality is that, whether we like it or not, money exerts influence (both positive and negative) in just about every aspect of our lives.  While there are many people who “do the best they can with what they have” hoping that “it will all work out”, the team at Kidwell & Company believes that the individuals and families we work with can, and should, experience something quite different.

Since life does not generally follow a predictable continuum, we believe that developing a financial plan and portfolio management are not one-time events, but is a dynamic process that changes as our Journey unfolds.  We seek to meet you where you are, understand your goals, constraints, and challenges, and develop a sound financial plan that helps you “take the next step”. Our greatest satisfaction is derived from having the opportunity to walk with you, listen to you, provide guidance, and serve you along the way!

 

What We Do

We create strategies that are tailored to your needs and goals.

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Our Services

Years of experience have prepared us to guide you through your life transitions.

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Our Vision & Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Client Centered

Our business is built on a foundation of thoughtful client relationships.

Your Roadmap In Working Towards Success

We strive to map out a better path for each of our clients specific needs.