- Tax PlanningIn addition, we provide investment management services, including portfolio management, retirement planning, tax planning, and estate planning. We work closely with clients, their attorneys, and tax professionals, to develop a personalized investment strategy and provide ongoing guidance and support to help our clients achieve their financial goals.
- Tax Services
- Investment ManagementWe have partnered with FIDELITY INVESTMENTS to provide portfolio management accounting, securities trading, and statement generation. Utilizing a third-party custodian also enforces proper checks and balances. Fidelity Investments is a registered trademark of FMR, LLC.
- Wealth ManagementOur potential clients often seek out Kestrel Wealth Management due to a life change or a liquidity event. Examples include the sale of a business or property, retirement pension rollover, unsatisfied with current advisor, divorce settlement, or lottery winnings.
- Accounting Services
- Financial Planning
- Retirement Planning
- Asset ManagementFounded in 2010 by Eric Koselak, Kestrel is dedicated to personal service and to adding significant value to a client’s financial situation through a disciplined process of goals assessment, effective asset allocation strategy, and appropriate investment choices. We develop a personal investment program and provide active supervision of the client’s investments.