Randolph, MA Office

Kendall Wealth LLC provides investment advisory services to individuals (including high-net-worth clients), trusts and estates, combining discretionary portfolio management with financial planning and consulting. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs and charges advisory fees based on assets under management while also offering hourly or fixed-fee planning engagements.

The firm’s investment approach is long-term and informed by fundamental analysis and modern portfolio theory, with portfolios tailored to clients’ goals, risk tolerance and legacy or tax considerations; clients may impose reasonable investment restrictions. For implementation and trading, Kendall Wealth leverages Forum Financial Management’s turnkey asset management platform and models while retaining oversight and performing ongoing account reviews and client communication.

A distinctive feature is the firm’s affiliation with a separately operated law practice that provides tailored estate-planning services, a relationship noted as uncommon among peers and offered as an optional, separate engagement. Kendall Wealth is a small, single-advisor practice managing roughly $62 million for a limited client base, which the firm says allows for concentrated, principal-level oversight and occasional flexibility on its stated account minimum.