Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.