Kinecta Wealth Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
973 S Westlake Blvd Ste 200, Westlake Vi...Phone Number
(714) 255-9615Website
www.kinectawealth.orgRevenue
<$5 MillionIndustry
About Kinecta Wealth Management
Kinecta Wealth Management Advisors specializes in creating customized financial strategies aimed at growing and preserving wealth for their clients. They offer a range of services including financial planning, asset management, retirement planning, legacy planning, and business planning. Their target clients include individuals seeking personalized financial guidance and small to mid-size businesses needing tailored investment and insurance strategies. The firm emphasizes a holistic approach to financial planning, ensuring that clients' unique goals and circumstances are taken into account.Explore more
Kinecta Wealth Management Org Chart
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Kinecta Wealth Management Advisors specializes in creating customized financial strategies aimed at growing and preserving wealth for their clients. They offer a range of services including financial planning, asset management, retirement planning, legacy planning, and business planning. Their target clients include individuals seeking personalized... Read More
