Kestrel Wealth Management
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
315 N Main St, South Bend, Indiana, 4660...Phone Number
(574) 233-2200Website
www.kestrelwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Kestrel Wealth Management
Kestrel Wealth is an independent Registered Investment Advisor that provides professional wealth management services to financially established clients. With over 20 years of experience, the firm focuses on protecting client wealth, generating cash flow, and growing assets through rigorous fundamental research and investment in high-quality companies. They also coordinate with attorneys and CPAs for retirement, tax, and estate planning, ensuring a comprehensive approach to financial management. Kestrel Wealth partners with Fidelity Investments for portfolio management and securities trading, emphasizing trust and open communication in client relationships.Explore more
Popular SearchesKESTREL Wealth Management LLCPhisz Design IncWealth Management LLCKestrel Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more
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Kestrel Wealth is an independent Registered Investment Advisor that provides professional wealth management services to financially established clients. With over 20 years of experience, the firm focuses on protecting client wealth, generating cash flow, and growing assets through rigorous fundamental research and investment in high-quality compani... Read More
