7650 Rivers Edge Drive,
We have served our clients since 1988, through five decades of change and opportunity.
Yes, let’s see if we’re a good fit. It is an investment of time with no obligation and no cost. We’ll discuss your needs and expectations, share our capabilities and talk about next steps.
The CFP® Certification is a professional certification for financial planners conferred by the Certified Financial Planner Board of Standards. To receive authorization to use the certification, the candidate must meet annual education, examination, experience as well as ethics and fiduciary requirements.
A fiduciary is both legally and ethically bound to act in their clients' best interest, not their own. Fiduciaries are held to the highest standard of conduct.
*To the extent that I am providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.
We serve our clients based on the Lincoln Financial Advisors' philosophy of "Service: First, Last and AlwaysSM."
Yes. We believe that a team approach results in more effective financial planning - and action - all for your benefit.
You can reach us in person, by phone, via email and online.
If engaged as comprehensive financial planners, we employ a fixed financial planning fee. This can be renewed each year. When overseeing your investment assets, a management fee may be received. Ask us about your own situation.
We view ourselves as mathematical stewards of your wealth. As such, we first calculate what you need to earn toward achieving your unique goals. This metric is engaged as we deploy your capital, using diversified asset classes and instruments; focused on the most efficient return and least amount of risk.
Lincoln Financial Advisors holds all securities registrations of Kensington's associates and performs securities due diligence. Kensington Wealth Partners is an independent firm and is not an affiliate of Lincoln Financial Advisors Corp. Paul Gydosh, Managing Director, is a registered representative of Lincoln Financial Advisors Corp, which is a broker-dealer (member SIPC) and a registered investment advisor.
Yes. We are always available to discuss the positioning and performance of every holding. We can also provide you with Omnisource Reports, which track the performance of your investments. This information is also reviewed during your Account Review Meetings. You also retain direct access to your accounts through Web access and toll-free phone numbers.
Please contact a partner of the firm.
Yes. Each investment account provides regular, periodic reporting directly to you. In addition, you may also review your accounts and investments via eMoney, directly with the company's website where your investment account is held, or just give us a call.
Yes. We offer executive benefits plans and retirement planning services. We also understand and can explain employee stock options and restricted stock plans. The time and dedication it takes to stay on top of the current financial situation and laws while planning for the future can be a full-time job in itself. We understand this and can offer you a partnership that will help to ease your worries and increase your financial well-being. This applies equally if you are the owner of your business.
Yes. We find many of our clients want to include charitable giving in their financial planning. We explore numerous giving options in the area of charitable planning with our clients. We actually wrote a book on the subject. We have found that serious charitable planning is driven by charitable intent first; the tax and leverage benefits make the giving that much more effective.
Our broker dealer is Lincoln Financial Advisors (LFA). Assets are held with various product sponsors, depending on each account. Your funds held through LFA are insured through SIPC (Securities Investor Protection Corporation) up to the stipulated dollar amounts. Go to the SIPC website for more complete information.
The Financial Industry Regulatory Authority (FINRA) has developed and maintains rigorous regulations and oversight of the securities industry. The Series 7 registration qualifies a candidate for the purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, variable contracts, mutual funds and ETFs.
The Resource Group is an alliance of dues paying top-tier professionals, connected by a common link of membership, camaraderie, and caliber. Members of the Resource Group share best practices in situational analysis, design and utilization. Shared best practices benefit each client of Kensington Wealth Partners. Our founder, Paul Gydosh, is past national chairman of The Resource Group, and has recently been inducted into its Hall of Fame.