WE WORK TOGETHER WITH YOU
We invite you to meet with us to discuss in detail our investment philosophy and your financial goals.
We counsel clients to take a long-term approach to their financial goals and avoid making short-sighted moves based on current market conditions. Our firm gets to know your goals and risk tolerance levels so we can help you achieve these goals. We strive to take the emotions out of investing by sticking to a long- term plan, while being flexible enough to change the plans if your personal situation changes.
We add value by properly using asset location strategies. Placing less-tax-advantaged asset classes in tax-deferred accounts and tax-efficient asset classes in taxable accounts definitely adds value. We manage your overall allocation strategy by employing these asset location strategies.
Cost-effective investing strategies can increase returns. Too many individuals focus on a single investment to the exclusion of fundamentally sound financial strategies. We use low-cost, institutional mutual funds and trade efficiently to keep your costs down.
We add value by properly using asset location strategies. Placing less-tax-advantaged asset classes in tax-deferred accounts and tax-efficient asset classes in taxable accounts definitely adds value. We manage your overall allocation strategy by employing these asset location strategies.
Cost-effective investing strategies can increase returns. Too many individuals focus on a single investment to the exclusion of fundamentally sound financial strategies. We use low-cost, institutional mutual funds and trade efficiently to keep your costs down.
Maintaining asset allocations by strategic rebalancing is another way advisors can add value. Our firm monitors your allocations continually, and we trade whenever your allocations are outside a predetermined range.
We use dividend and capital gain payouts whenever possible to avoid realizing capital gains in the rebalancing process.
We also add value during the spend-down phase of your investment plan by implementing a sound withdrawal strategy.
We believe that a wise approach is to hire an advisor based on trust, confidence, integrity and experience.
Our mission is to develop a sustainable strategy for each client linked directly to his or her risk tolerance, stage in life and personal financial goals.
Anna Eckert Byrne
Founder, Principal Advisor
Anna is the founder of Kendall Wealth LLC and brings with her over twenty years of experience as a legal and financial advisor to clients.
Through personal and professional experience, Anna understands that life is unpredictable. She became a widow at 28 and over the years recovered and grew despite the adversity and emotional devastation she experienced. Her journey has informed her vision of the kind of relationship clients need in times of transition and stress. She has worked with hundreds of clients and can offer guidance and a strong shoulder to lean on.
Having built a top-rated estate planning practice, offering financial planning and wealth management services is a natural progression in best serving the life-planning goals of her clients. Anna has been named Top Woman of the Law by the Massachusetts Lawyers Weekly and SuperLawyer by Thomson Reuters.
Audrey Gardner
Client Services Manager
Audrey is a recent graduate of Connecticut College with a degree in Economics and Government. She has lived in the Boston suburbs for years and is excited to be exploring Cambridge.
In her free time, she likes to cook and ski. She enjoys traveling and is a certified open water scuba diver. Audrey provides the Kendall Wealth team with outstanding service to our clients.
10 Rogers Street, Suite 118 • Cambridge Massachusetts 02142 • Phone: (617) 945-2371
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