WEALTH MANAGEMENT

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Kirwan Capital LLC works closely with a network of specialists in the areas of tax, estate, and insurance planning to assist clients in developing and implementing a comprehensive wealth management strategy to help clients and families grow, protect, and transfer wealth.
From specific areas of financial planning such as education or retirement planning, to all-encompassing private wealth management for high net worth individuals or family offices, we will work with you, through confidential discussions and information you share with us, to develop ideas and implement solutions toward meeting your financial goals.

Effective wealth management and financial planning is a dynamic process, and we continually monitor your progress, enabling us to be both pro-active and reactive in pursuing your goals and helping you get more of what you want.