THE WAY YOUR FINANCES
SHOULD FEEL

Welcome to Kensington Wealth Management

At Kensington Wealth Management, our mission is to help families and businesses in the community manage their resources with clarity, responsibility, and trust. From planning for your children’s education to securing your family’s needs and building lasting wealth, we guide you with trust and values.
Together, we can build a secure financial future for you, your family and for your generations to come

At Kensington Wealth Management, our mission is to help families and businesses in the community manage their resources with clarity, responsibility, and trust. From planning for your children’s education to securing your family’s needs and building lasting wealth, we guide you with trust and values. Together, we can build a secure financial future for you, your family and for your generations to come.

What You’ll Get

Financial Stability

When money feels uncertain, it’s hard to feel at ease. Through thoughtful planning and a judgment-free process, we may help clients work toward greater clarity and long term financial stability.

Organized

Most financial lives are not perfectly structured from the start. A lack of organization can create unnecessary complexity. Through a disciplined and judgment free planning process, we help clients bring greater organization and clarity to their financial affairs.

Growth

We help you answer the question, “How much is enough?” and guide you in building a plan to achieve it. Together, we’ll focus on growing your wealth sustainably, balancing opportunity with security, so you can reach your goals.

Accomplished

You or your spouse may have a list of financial to-do’s you’ve been meaning to do but life gets in the way. We help you go from “We’ve been meaning to do this” to “We got this done”

My Approach to Financial Advice

Managing personal finances can present significant challenges, and determining the most suitable strategies requires consideration of each individual's unique circumstances. General information available online or elsewhere may not be tailored to your specific financial situation, objectives, risk tolerance, or needs.

Schedule a Consultation

At KWM, we offer Financial Planning and Investment Management with no minimums required. While our services are open to everyone, we specialize in supporting young families, single parents, and first-generation young professionals — providing guidance that meets you where you are and grows with you.

Services we offer

Ideal Clients

Below are examples of the typical clients that I serve. Their stories represent the backgrounds, issues, and solutions across all of KWM client base..... we serve

Family Office Clients

Strategic guidance for families managing significant, multigenerational wealth — with clarity, care, and discretion.

Learn More

Emerging Wealth

We guide individuals experiencing rapid wealth growth whether from career advancements, business success or inheritances. We tailor strategies to thoughtfully build, protect, and preserve their newfound financial security for the long term.

Learn More

Business Owner Profiles

We help business owners align personal and business finances — with smart strategies for growth, succession, and long-term wealth preservation.

Learn More

“Financial health is having a
balanced, comfortable
relationship with money.”

— Dr. Brad Klontz, Psy.D, CFP®

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SCHEDULE YOUR CONSULTATION WITH KWM

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Partners

Contact

4910 13th Ave

Brooklyn, NY 11219

(718) 436-2111

Disclosures

KWM

Disclaimer

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Kensington Wealth Management (KWM) is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Viewing this website or contacting KWM does not create an adviser–client relationship unless and until a formal agreement is executed.

The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk including loss of principal. KWM does not provide tax, accounting, or legal advice to our clients, and all investors are advised to consult with their tax, accounting, or legal advisers regarding any potential investment. Past performance does not guarantee future results.  Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested.

KWM strives to provide accurate and up-to-date information. However, we make no representations as to the accuracy, completeness, or timeliness of the information contained on this website. Information may be changed or updated without notice The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow up or individualized responses to consumers in a particular state by Kensington Wealth Management in the rendering of personalized investment advice for compensation shall not be made without first complying with applicable jurisdiction requirements or pursuant to an applicable state exemption.

Kensington Wealth Management is an independent registered investment adviser and is not a broker-dealer. Client accounts are held at unaffiliated custodians, including Interactive Brokers LLC and Charles Schwab & Co., Inc., which may charge brokerage commissions and other transaction-related fees in addition to advisory fees.

Is a registered investment adviser offering advisory services in the State of New York, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation. Follow-up or individualized responses to consumers in a particular state by in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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