Kerr Wealth Management
Kerr Wealth Management is a fee only Registered Investment Advisor and retirement plan consultant located in Fresno, CA.
We provide financial planning, consulting and investment management services for individuals and businesses.
Who do we work with?
- Small business owners to midsize operations. (1-150 employees).
- Individuals planning for retirement.
- Employees retirement plan participants.
- Business owners and their families.
- Professionals. (Attorney, Accountant, Physicians, Executives)
- Planning for a child's education.
- Recently retired individuals in need of 401k and retirement income planning.
- Individuals and businesses who are transitioning away from a stock broker, insurance agent or robo-advisor.
- Individuals who have been harmed by a life insurance or annuity product.
How do we work with our clients?
- Portfolio Management - Coupled with our straightforward investment philosophy we combine our professional experience and technology to manage investment portfolios for plan participants and individual investment clients.
- Retirement Planning and Financial Planning - At Kerr Wealth Management, we offer more than just investment advice. Our advisors will help you design a personalized financial plan to help you address many aspects of your financial life and line up your portfolio with your goals.
- Pension and Benefit Investment Advisory
More About Us
*RIA is not a designation. We are not CPA's or attorneys and client's should consult with either for legal or tax advice. Please refer to our ADV for a full list of disclosures. You can find our ADV at the bottom of our website which will disclose all services provided and all applicaple fees.