At a certain level, wealth management should simplify your life - not add more advisors.

Kenai integrates investment management and tax strategy for households with $1M+ in investable assets.

This is a short qualification request. We review each submission personally. If it looks like a fit, we will reach out to schedule a conversation.

Approximately how much do you have in investable assets?

How do you currently handle taxes and investments?

I work with a CPA separately from my financial advisorMy CPA and advisor coordinate togetherI manage most of this myself using softwareI'm not sure / it varies

What are you hoping to simplify? (Select all that apply)

TaxesInvestment decisionsCoordinating between professionalsReporting or organizationI'm not sure yet

Which of the following apply to your situation? (Select all that apply)

Business ownership or equity compensationMultiple investment accounts or custodiansReal estate investmentsLarge taxable investment accountsSignificant year-to-year income changesNone of the above

How do you prefer financial decisions to be handled?

Advisor-led and proactiveCollaborative - decisions discussed togetherI prefer to stay very hands-on

What are you primarily looking for in an advisor?

Coordination and simplificationTax-aware decision-makingInvestment performance aloneOccasional second opinions

When are you hoping to make a change?

ImmediatelyIn the next 3-6 monthsJust exploring

How did you hear about Kenai? (Optional)

Answer the questions above to see next steps.

This page is for informational and qualification purposes and does not constitute tax or investment advice.