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At Kinnect Financial, our advisors understand that effective asset management is crucial for growing and preserving wealth. There isn’t a “one size fits all” solution, so we work closely with our clients to define investment objectives, develop investment strategies, and select a custom tailored program to our clients achieve their financial goals.

With our diverse team of CFA’s, Portfolio Managers, External Partnerships and Third-Party Advisory Platforms, we ensure that our clients receive a customized wealth management plan that is tailored to their unique needs and goals.

  • Personal Asset Management: We help you maximize your wealth and secure your financial future. We understand that every client has unique financial goals, whether it’s preparing for retirement, saving for a child’s education, or investing in real estate. Our advisors are here to create a personal asset management plan that aligns with your personal objectives and risk tolerance.
  • Private Wealth and Trust Services
  • Cash Management
  • Lending and Banking Services
    • Business Lending
    • Securities Based Lending (SBL)
    • Residential Real Estate Lending
    • Unsecured Lending
    • Student Loan Refinancing
    • Careful
  • Corporate RIA – We offer a wide array of programs, products, and services designed for use by investment advisor representatives (IA-Reps).
  • Alternative Investments – generally include private credit funds, private equity funds, public non-traded, and private business development companies (BDCs), 1031 exchange strategies, exchange funds, qualified opportunities zone funds, hedge funds and interval funds.
  • Donor Advised Funds – are one of the most popular, and fastest-growing, vehicles for charitable giving, as they offer a simple, flexible, and efficient solution for overseeing and maximizing charitable gifting. With donor advised funds, your clients can support their ongoing charitable goals while complementing and strengthening their overall wealth plan.
  • Structured Investments – offers our clients unique opportunities that may provide a degree of downside protection while also allowing for additional market participation.
  • Brokerage
  • Third Party Advisory Programs
  • Deferred Variable Annuities – Deferred variable annuities are designed to potentially build wealth for your retirement through tax deferral and optional income benefits.
  • Money Manager Partnerships – typically used by high net worth clients who want to invest their money with a single Money Manager whose particular management style suits their needs.

Embrace a brighter financial future with Kinnect Financial, where your financial growth is our top priority. Are you ready to take control of your financial future?

Contact us today for a free consultation. Let our financial advisors in Florida help you manage your assets more effectively, whether you’re right here in South Florida or anywhere across the country.