7650 Rivers Edge Drive,
Our first priority is helping you take care of yourself and your family. We strive to be empathetic to you and your unique situation and will work to deliver targeted financial counsel, solutions and action to improve your life.
Experience the Kensington Difference
Welcome to our professional Kensington family!
Our team will work with you to build a strong financial foundation with flexible, easy-to-implement actions that target your specific challenges and goals, so you can focus on living your best life.
We will be proactive to your benefit. We have a bias toward action, anticipating the future with your best financial interests in mind.
You will gain confidence through a focused approach to managing your money. Our first priority with your money is deploying it with your unique goals front and center.
Understanding your risk tolerance and income needs will drive our asset allocation, both now and as your needs and the markets change.
When you partner with our team, you'll more clearly envision your dreams and goals for the future.
Managing Director, Partner, and Founder
As the Managing Director of Kensington Wealth Partners, Ltd., Paul provides leadership to your team of professionals including counseling and implementation strategies for wealth preservation and transfer. Clients include successful...
Director of Wealth Management and Partner
Paula believes in the process of planning and the value to each individual and family. Once she is assured the analytics are sound, she has a bias to action. She ensures that all of our clients' financial plan objectives are met by...
Director of Investment Services
Andrew has 20+ years of experience in the financial services and investment management industry. Andrew also brings a team player spirit and technology-forward...
Client Relationship Director
Client Service Specialist
Natalie is a skilled administrative professional with years of experience working in the financial industry. She has a true passion for helping continuously improve services for our clients. Prior to working in the financial industry,...
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