Kedzior Wealth Management LLC

Kedzior Wealth Management offers ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and assists with asset allocation, asset selection, investment strategy, and regular portfolio monitoring. Kedzior Wealth Management generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, exchange-traded funds, inflation-linked bonds, non-U.S. securities, and private placements, while primarily recommending equities and mutual funds. The firm operates on a discretionary basis, meaning it has the authority to make trades and select securities without asking the client prior to each transaction. Kedzior Wealth Management serves individuals, high-net-worth individuals, and charitable organizations, and requires no minimum account size to open an account.