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Multi-Generational Planning – Kennedy Investment Group
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We are proud of the fact that we commonly
serve families through four generations.


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Our Specialties

Multi-Generational Planning

KIG’s strong tradition of serving multigenerational families gives us insights into estate issues and the shifting dynamics that families encounter as assets grow. We build plans that maximize your wealth within the family lineage over a period of decades, looking fifty-to-one hundred years into the future.

Individual and family wealth management excellence is the cornerstone of our expertise at KIG. We consider it an honor and a privilege, as well as an achievement, to currently serve our client families through four generations. During the next 51 years, 41 trillion dollars will be transferred through bloodlines and establishing a plan for the continued preservation of wealth throughout the generations is paramount.

196 Delaware Street, West Deptford, NJ 08086 • Phone: 856-853-0400 • Fax: 856-853-2747
© 2020 Kennedy Investment Group. Privacy Policy
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Kennedy Investment Group and Kennedy Insurance Services are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
*Stocks above indicate the biggest daily movers.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Ask Us Anything


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