Wealth Management

Wealth management strategies can help you plan for current and future financial needs that best fit your situation and align with your financial goals. At Kernutt Stokes, our team offers:

  • Evaluation of your existing investment strategies
  • Cash flow planning for retirement or other needs
  • Identification of your needs and goals through the financial planning process
  • Development, implementation, and on-going review of investment strategies

The added ability of our firm to help you address a variety of circumstances makes us an important advisor when you most need it. We are here when you need us:

  • Individuals planning for retirement
  • Recipients of family wealth
  • Those considering the sale of a family business or practice
  • Those unable to commit the necessary amount of time to prudently manage wealth
  • Professionals accumulating significant sums in retirement plans or other savings vehicles

Our process is seamless and provides a comprehensive approach. We encourage you to meet face-to-face quarterly with both your Kernutt Stokes Partner and your investment advisor.

Contact Us

For more information about our services, contact the Kernutt Stokes team at 541.687.1170 or info@kernuttstokes.com.