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Financial Services

Wealth Management:

Investments + Cash Reserves +

 Cash flow + Planning & Advice

KENETEX Wealth Management can create or structure a securities portfolio that suits your situation, risk tolerance and investment preferences within existing market capabilities and potential. As Registered Investment Advisor representatives we have a statutory fiduciary duty to render advice in our client's best interests. 


KENETEX Wealth Management can help you define and manage your cash reserves to optimize your liquidity needs, returns and access horizon.


KENETEX Wealth Management can structure one time or periodic payments to you, your family or your heirs to help assure cash needs and bill payment while maximizing funding longevity and total returns.

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