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
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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
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Kestrel Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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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
