Kennedy Wealth Management, LLC vs Solid Wealth Advisors
Kennedy Wealth Management, LLC
Retire Comfortably Without Worry!
5 employees · est. 2008 · Calabasas, United States
Solid Wealth Advisors
Solid local advice. Solid Global Solutions
1 employees · est. 2011 · Fort Collins, United States
Kennedy Wealth Management, LLC is the older company (2008 vs 2011); Kennedy Wealth Management, LLC is the larger of the two.
Side-by-Side Comparison
| Metric | Kennedy Wealth Management, LLC | Solid Wealth Advisors |
|---|---|---|
| Founded | ||
| Founded | 2008 older | 2011 |
| Headquarters | ||
| Headquarters | Calabasas, United States | Fort Collins, United States |
| Employees | ||
| Employees | 5 larger | 1 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Finance, Financial Services, Wealth Management |
| Services | ||
| Services | Customized Retirement Roadmap, Retirement Income Planning, 401(K) & IRA Pension Rollover Strategy, Long Term Care & Life Insurance Planning, Wealth Transfer and Estate Planning, Investment Management, Social Security Maximization | Not tracked yet |
| Target Customers | ||
| Target Customers | Retirees, Individuals nearing retirement, Small Business Owners, Wealth Transfer Market | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Retirement PlanningFinancial PlanningWealth AccumulationAsset ProtectionTax PlanningIncome Planning +8 | Retirement PlanningFinancial PlanningGlobal SolutionsFiduciary StandardIncome PlanningAsset Protection +7 |
| Website | ||
| Website | kennedywealthmgmt.com | solidwealthadvisors.com |
About Kennedy Wealth Management, LLC
Kennedy Wealth Management, LLC, established in 2008, is a financial services firm headquartered in Calabasas, CA, United States. The company specializes in wealth management services targeting individuals and business owners who are nearing or already in retirement. With a proprietary 3-step financi...
About Solid Wealth Advisors
Solid Wealth Advisors is a United States based financial services startup that focuses on providing solid local advice and global wealth management solutions. Established in 2011, the company prides itself on a client-first, fiduciary standard which ensures that client interests supersede any affili...
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Compiled from the BounceWatch company index. We last looked at Kennedy Wealth Management, LLC on 25 Mar 2026, and Solid Wealth Advisors on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
