DISCOVER CLARITY
Learn. Grow. Flourish.
Advice, Modernized.
Kinetic Wealth is a fully independent, fee-only registered investment adviser. This means we proactively structured our business to align our recommendations with our clients’ interests. We are compensated for fiduciary planning recommendations and proactive planning-based investment management only. We do not earn commissions and work to minimize conflicts as much as possible, transparently disclosing conflicts which can’t be eliminated. As a fully independent adviser, we only answer to our clients, not headquarters. We have conviction in our recommendations and investment philosophy; they are the same recommendations we use and investments we make with our own personal finances.
You Drive, We Navigate.
Our services include proactive, ongoing meetings and support aligned with your unique, evolving life.
Ongoing Comprehensive Guidance
Regular Reviews
Education Before Major Decisions
Adjustments as Life Changes
Tax Return Education & Assistance
Planning is the Map for Your Journey
The Fiduciary Guide – June 2026
Welcome to the third edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth your…
The Fiduciary Guide – May 2026
Welcome to the second edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth…
The Fiduciary Guide – April 2026
Welcome to the first edition of The Fiduciary Guide, our monthly newsletter from Kinetic Wealth. Our goal is simple: to share a little of what’s happening in our world, pass along planning insights that matter, and highlight ideas and resources we think are worth your…
This is Bigger Than Just Investing Money
It’s empowering fulfillment in an enjoyable way.
Good decisions come from clarity, not confusion. We share our recommendations in a way you can understand. We help you see the full picture and find fulfilling alignment. We believe in radical transparency and open, honest conversations.
You do not need to have everything figured out before reaching out. If you’re looking for a clear, thoughtful place to start, we’d be glad to talk.
WHY ENGAGE IN PLANNING
OPPORTUNITY
Working with a skilled financial advisor who follows best industry practices can add 3% or more in extra returns, not by picking winning stocks, but by making smart decisions across every part of a financial plan. This includes building a well-diversified portfolio, keeping it on track with regular rebalancing, and using tax-smart strategies that keep more money in your pocket. One of the most valuable benefits is simply having someone in your corner to prevent emotional decision-making – like panic-selling during a market downturn – which research shows can be worth more than any single investment strategy.
GOING IT ALONE
Can Anyone Really Beat the Market? The short answer: almost no one, not even the pros. And even if they do, it might have more to do with luck than skill. According to the S&P Dow Jones SPIVA report, over a 20-year period (2001–2020), more than 86% of actively managed funds failed to beat their benchmarks. For large-cap growth funds, that number climbed to 96%.
DECISION MAKING
A June 2025 CFP Board survey found that financial misinformation is everywhere online, and while more Americans are turning to the internet for financial advice, nearly 3 in 5 (57%) have made regrettable financial decisions based on misleading information. Nearly 2 in 5 Americans have lost $250 or more due to bad advice, and almost 1 in 5 have suffered losses exceeding $1,000. The most common types of misinformation include overblown investment return claims, inaccurate AI-generated advice, misleading Social Security information, questionable tax strategies, cryptocurrency hype, and false promises of student loan forgiveness.