TAX SEASON IS HERE
Elevate Your Financial Journey
Embrace Wealth, Embrace Luxury
About
About Me
Tatianna Kennedy
BossMama | Problem Solver | Wealth Strategist
I'm here to help you create and build wealth for your family. I'm a first-generation wealth builder myself, so I understand the unique challenges and opportunities that come with it.
I started my career in the finance industry 8 years ago preparing taxes. I then worked in corporate banking and insurance before opening my own firm in 2018. My goal is to use my knowledge and experience to help other families achieve their financial goals.
I'm passionate about helping people create a better future for themselves and their loved ones. I believe that everyone deserves the opportunity to live a financially secure life, and I'm here to help you make it happen.
Families & Individuals
I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.