Kinetix Wealth Group

Kinetix Wealth Group Our passion is to help our clients realize their full wealth potential.

Our passion is to help our clients realize their full wealth potential by providing thoughtful and customized advice that carries through their various life phases. We apply a consultative approach that includes coordinating with other professional advisors, such as CPAs and attorneys to capture their full picture. Our mission is for our clients to focus their energy on the people and experiences that bring them joy, while we help ensure they have the financial freedom to do so.

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments. But is something missing?An annui...
06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


Your business built your wealth. But is your wealth strategy built around your business?Many business owners pour everyt...
05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fear...
05/21/2026

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for...
05/10/2026

The lessons our mothers teach us shape everything we become. How to dream bigger. How to work harder. How to show up for the people we love.
Today we honor the women who believed in us before we believed in ourselves and who continue to inspire us every single day.
Happy Mother's Day to all the moms out there. You’re incredible!

Behind every service member is a spouse who holds everything together with incredible strength and grace.Today we honor ...
05/08/2026

Behind every service member is a spouse who holds everything together with incredible strength and grace.

Today we honor military spouses who manage households, careers and countless transitions while their partners serve.

Your resilience, sacrifice and unwavering support don't go unnoticed. Thank you for all you do.

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the...
05/06/2026

Did you know retirement planning isn’t just about saving? It’s also about having a strategy and proper support along the way. I can help you, regardless of your current circumstances. Reach out today.

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.Cinco de Mayo remind...
05/05/2026

Today we celebrate the rich culture, resilience and contributions of the Mexican American community.

Cinco de Mayo reminds us of the strength that comes from heritage, family and the courage to build something meaningful.

Whether you're honoring tradition or creating new memories, here's to the vibrant spirit that makes our communities stronger.

04/29/2026

In the Investor’s Edge newsletter for spring 2026, read tips for legacy planning, how AI fits into wealth planning, fixed income and equity investing ideas for different stages of life, plus how to see your financial picture in one place with RBC Total Wealth.

Address

1211 Avenue Of The Americas, Suite 3300
New York, NY
10036

Telephone

+12127036125

Website

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