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Below you will find our most recent firm ADV Part 2A, Privacy Policy and our Business Continuation Plan.

Firm ADV Part 2A

An ADV helps consumers learn about who we are, what we do, how we charge and any conflicts of interest.

Privacy Policy

Business Continuation

Kerr Wealth Management is not a CPA firm, does not prepare tax returns but will assist your CPA or tax consultant during the tax return process to ensure they have up to date information. We will work with your CPA or tax consultant to implement tax strategies during the tax return process. Kerr Wealth Management is not a law firm and does not give legal advice.Nothing on this website should be considered advice, securities advice, a recommendation to purchase a security and is not tax or legal advice.

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