Boston Wealth Management Firm
1 Marina Park Drive, Suite 140, Boston MA 02210 | (800) 231-7414
For more than 35 years now, the Kayne Anderson Rudnick wealth management team has been developing customized financial planning and investment solutions for high net worth individuals. When Richard Kayne, John Anderson, and Allan Rudnick first established our firm, they established in our core a commitment to high-quality investments. Between our portfolio history and our 97% client retention rate, it’s no surprise that KAR has consistently been ranked among the best wealth management firms by Barron’s Magazine.
Teaming up with KAR as your Boston wealth management firm means having a partner you can trust. Together, we’ll work to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.
Our wealth management services include:
- Investment Advisory
- Retirement, Tax, and Charitable Planning
- Asset, Liability, and Cash Flow Analysis
- Risk Mitigation
- Estate Review
Contact our Boston wealth management office to schedule a meeting with a KAR wealth manager. Our process involves a holistic, comprehensive examination of your particular financial situation and your specific goals. We’ll help you lay a strong foundation for your and your family’s future with a plan that is tailored to you.