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KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FINANCIAL SERVICES WASHINGTON DC 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. MIDDLE-CLASS MILLIONAIRE AND MIDDLE-CLASS MILLIONAIRE WOMEN Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FINANCIAL SERVICES WASHINGTON DC 2020 IRA Deadlines Are Approaching. Here is what you need to know. Financially, many Middle-Class Millionaires associate April with taxes – but we should also associate April with important IRA deadlines. April 15, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts. MIDDLE-CLASS MILLIONAIRE AND MIDDLE-CLASS MILLIONAIRE WOMEN Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FINANCIAL PLANNING WASHINGTON DC Thanks for your interest in Kendall Capital! We are focused on providing wealth management, investment management and financial planning services to Middle Class Millionaires! While you may not consider yourself a millionaire, the truth is that if you’ve acquired assets of more than $500,000 in the DC Metropolitan area, you are well on your way! KENDALL CAPITAL ROCKVILLE Kendall Capital gives back to the community by supporting various organizations and participating in community wide events. Understanding the importance of professional development, our team is also involved in industry-wide events, conferences, training, and networking. Explore Kendall Capital’s photo gallery to see where wehave been.
KATIE TAYLOR
Katie’s primary responsibility is helping our firm operate efficiently to serve our clients. She wears many hats in her role as Office Manager, helping the team out with everything from greeting clients to answering phones to aiding in regulatory compliance. FORM CRS (FORM ADV PART 3) June 4, 2021 Form CRS (Form ADV Part 3) – Customer Relationship Summary INTRODUCTION Kendall Capital Management, Inc. is registered with the Securities and Exchange Commission as an Investment Adviser. FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. We will keep this information in the strictest of confidence. Our adviser will sit down with you andjust
FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for FINANCIAL PLANNING WASHINGTON DC Thanks for your interest in Kendall Capital! We are focused on providing wealth management, investment management and financial planning services to Middle Class Millionaires! While you may not consider yourself a millionaire, the truth is that if you’ve acquired assets of more than $500,000 in the DC Metropolitan area, you are well on your way! HOW COVID-19 CAUSED A “SHE-CESSION” Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. WEALTH MANAGEMENT MONTGOMERY COUNTY MD Individuals or families with over $500,000 in investable assets, including employer sponsored retirement plans, benefit from our comprehensive wealth management services. Guidance on financial issues. By leveraging our experience and wide-ranging network of financial and legal professionals, we provide you with value-addedinvestment guidance
FIDUCIARY INVESTMENT ADVISORS ROCKVILLE FEE-ONLY ADVANTAGE & FIDUCIARY FOCUS. In the financial services industry, there are people who look out for their commissions, and people who look out for you. As Fiduciary Investment Advisers, we are different. Only Fiduciary advisers like Kendall Capital provide advice for your individual situation, without any influence from outsideinterests.
FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergKENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
KENDALL CAPITAL
Kendall Capital is an investment management firm in Montgomery County, Maryland. We provide fiduciary financial planning and wealth management to middle-class millionaires or people with assets of more than $500,000 in the Maryland, Washington, DC, and INDEPENDENT FINANCIAL ADVISOR ROCKVILLE Welcome to Kendall Capital. Kendall Capital is a wealth management firm providing fiduciary financial planning and investment management services to middle-class Millionaires® with assets of more than $500,000 in the Washington, D.C. Metropolitan area. Middle-classmillionaires are
FINANCIAL SERVICES ROCKVILLE Clark KendallCFA, CFP®, AEP®. President & CEO Carol PetrovCFP®. Vice President & Senior Relationship Manager Brian MattoxCAIA. Chief Investment Officer, Vice President Jason TkachCFA. Portfolio Manager, Assistant Vice President Katelyn Murray CFP®. Financial Planner/Relationship Manager. Nina Smith. Director of Marketing andCommunication.
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. MIDDLE-CLASS MILLIONAIRE Written by Clark Kendall, CEO and Carol Petrov, Middle-Class Millionaire Women is a compelling guide that includes many practical examples and suggestions for women from all walks of life, whether single, married, divorced, or widowed. Accessible and thought-provoking, this book is organized so that, no matter where you are in life, you’ll WEALTH MANAGEMENT ROCKVILLE Clark Kendall has more than 30 years of investment management and wealth management experience. He has a distinguished combination of academic knowledge obtained from the Chartered Financial Analyst ® (CFA), Accredited Estate Planner ® (AEP ®) and CERTIFIED FINANCIAL PLANNER™ (CFP ®) programs.. Clark is a former equity seat holder on the New York Stock Exchange (NYSE) and a FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for THE IMPORTANCE OF TOD & JTWROS DESIGNATIONS A TOD or JTWROS designation makes those assets non-probate assets, and that may save your executor a little money and time – but it doesn’t take them out of your gross taxable estate. In fact, 100% of the value of an account with a TOD beneficiary designation will be included in your taxable estate. It varies for accounts titled asJTWROS.
FINANCIAL SERVICES ROCKVILLE Brian Mattox. Brian is the Chief Investment Officer, Vice President at Kendall Capital, where he focuses on portfolio construction, rebalancing, selecting mutual fund managers and implementing our custom investment strategies for clients. With over 20 years of experience in the financial services and investment industries, Brianbegan his
THE PROS AND CONS OF EARLY RETIREMENT PLAN ROLLOVERS There is often a little-known aspect to retirement plans that allows employees of a certain age (typically 55 or 60) to rollover a portion of their account to an IRA while they’re still working and contributing to the plan. This is called an In-Service withdrawal or rollover to an IRA. Usually, we don’t think to rollover our 401ksuntil we
FINANCIAL SERVICES MONTGOMERY COUNTY MD Here is the Kendall Capital client login page for financial services in Montgomery County MD. INVESTMENT ADVISOR ROCKVILLE Here’s what to expect at an initial meeting with one of our advisers. You should expect the meeting to last 60-90 minutes. Please bring copies of recent statements from your investment vehicles, such as savings and retirement accounts. We will keep this information in the strictest of confidence. Our adviser will sit down with you andjust
FINANCIAL ADVISORY SERVICES ROCKVILLE Financial advisory services in Rockville are provided by Kendall Capital. Contact us with your questions, comments, or inquiries. FAQS ABOUT WEALTH MANAGEMENT AND INVESTING WITH KENDALL Our household minimum is $500,000 in Assets Under Management – meaning the combined value of accounts which we manage should be over $500,000. This includes taxable accounts, IRAs, Roth IRAs, 529 plans and even your employer-sponsored retirement plans like 401 (k)s and 403 (b)s. We charge 1% on the first $2,000,000 in assets we manage for FINANCIAL PLANNING WASHINGTON DC Thanks for your interest in Kendall Capital! We are focused on providing wealth management, investment management and financial planning services to Middle Class Millionaires! While you may not consider yourself a millionaire, the truth is that if you’ve acquired assets of more than $500,000 in the DC Metropolitan area, you are well on your way! HOW COVID-19 CAUSED A “SHE-CESSION” Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. WEALTH MANAGEMENT MONTGOMERY COUNTY MD Individuals or families with over $500,000 in investable assets, including employer sponsored retirement plans, benefit from our comprehensive wealth management services. Guidance on financial issues. By leveraging our experience and wide-ranging network of financial and legal professionals, we provide you with value-addedinvestment guidance
FIDUCIARY INVESTMENT ADVISORS ROCKVILLE FEE-ONLY ADVANTAGE & FIDUCIARY FOCUS. In the financial services industry, there are people who look out for their commissions, and people who look out for you. As Fiduciary Investment Advisers, we are different. Only Fiduciary advisers like Kendall Capital provide advice for your individual situation, without any influence from outsideinterests.
FINANCIAL PLANNING WASHINGTON DC Carol Petrov. CFP ®. Vice President & Senior Relationship Manager. Carol is a CFP ® professional with over 20 years of experience as a financial planner and relationship manager. Her primary responsibilities include providing comprehensive financial planning services for new and existing clients, while managing ongoing clientneeds.
FINANCIAL ANALYST MONTGOMERY COUNTY MD Zemin Zhu. CFA, FRM. Portfolio Manager. As a Portfolio Manager, Zemin is responsible for assisting with account reconciliation, quarterly billing, daily trade review and keeps the office running smoothly. Zemin has earned the right to use both the CFA® and FRM designations. Zemin is also a SAS Certified Advanced Programmer and has a BloombergCALL US:
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KNOWLEDGE & PEOPLE WHO CARE+
FEE-ONLY FIDUCIARY ADVISOR FIRM+
PERSONAL SERVICE TAILORED TO YOUR NEEDS HOW WE WORK WITH YOU1 WE LISTEN
Our goal is to make sure we understand your present financial situation and discuss your future goals.2 WE REVIEW
Recent statements from your investment vehicles, such as savings and retirement accounts, held in the strictest of confidence.3 WE EXPLORE
Future objectives, such as desired retirement age, college savings needs, your assets, and any other unique future needs.4 WE PLAN
Using targeted, proven approaches, we provide you with a plan that feels right for you while helping you reach the goals of your dreams.Learn More
ARE YOU A MIDDLE-CLASS MILLIONAIRE? Do you have at least $500k in investable assets? Do you want to be financially prepared for the future? Are you looking for a fee-only fiduciary advisor who will look out foryour best interest?
Kendall Capital Can Help.Learn More
GAIN FROM OUR
UNIQUE APPROACH
OUR FIRM IS UNIQUE
We only recommend products and investments that are in the best interest of our clients, without the influence of commissions. We work with people who have managed to accrue over $500,000 or more in assets, including investment and retirement accounts. That’sprobably YOU.
FEE-ONLY ADVANTAGE
By working with a fee-only firm like Kendall Capital, you can be confident that our advice and investment recommendations are given solely in your best interest. We don’t get a commission from anyone for recommending a certain stock or mutual fund.FIDUCIARY FOCUS
In the financial services industry there are people who sell products and people who sell knowledge. There are people who look out for their commissions and people who look out for you. Legally, fiduciaries are held to a higher standard by regulators.Learn More
YOUR DEDICATED FINANCIAL ADVISORSCLARK KENDALL
CAROL PETROV
BRIAN MATTOX
JASON TKACH
NINA SMITH
ZEMIN ZHU
TAE KNEIDINGER
DIANE PERRY KENDALL
YOUR DEDICATED FINANCIAL ADVISORSCLARK KENDALL
CFA, CFP®, AEP®
President & CEO
CAROL PETROV
CFP®
Vice President & Senior Relationship ManagerBRIAN MATTOX
CAIA
Senior Portfolio ManagerJASON TKACH
CFA
Portfolio Manager
NINA SMITH
Marketing Manager
ZEMIN ZHU
FRM
Investment Analyst
TAE KNEIDINGER
CFP®
Relationship ManagerDIANE PERRY KENDALL
Marketing Associate
OUR BLOG
* March 04, 2020
A ROTH IRA’S MANY BENEFITS* February 20, 2020
TAX CONSIDERATIONS FOR RETIREES* February 18, 2020
THAT FIRST DISTRIBUTION FROM YOUR IRAView All Blog
HOW DO I GET STARTED? Please provide your name, email, and phone number and we will have an adviser contact you, or click herefor more
information. We start by asking you the basics – your age, employment status, and children. And we listen to your concerns. By the end of our conversation, we have a pretty good idea of how we would customize an investment strategy to meet your future goals.RECOGNITION
Kendall Capital was included in the “Top 12 Best Financial Advisors in D.C., Maryland, and Virginia (Tri-State)” by AdvisoryHQ News for the fourth year in a row. Kendall Capital made the 2019 Inc. 5000 list of fastest-growing privately held companies in the U.S.Learn More
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