Welcome to Kenneth E. Boone Wealth Management:
Dedicated to Your Lifelong Success
335 N. 3rd Avenue, Oakdale, CA 95361 Phone: 209.847.3700 Fax: 209.847.6049
Toll free: 1.800.333.0632 Email: firstname.lastname@example.org
Good fortune is what happens when opportunity meets with planning
We are a fee-only Wealth Manager and Registered Investment Advisor in the heart of Central California managing approximately $50 million for individual investors and their families.
People choose us for our professionalism.
They stay with us because of our service,
individual care and attention to detail.
- Our concern is for your lifelong success. We achieve this by developing a detailed understanding of who you are: your circumstances, goals and objectives.
- Our goal is to preserve what is good and valuable to you by simplifying your financial life, optimizing your investments, and organizing your personal financial planning.
- Our mission is to establish a long-term relationship with you through honest, transparent and open communication with you.
- Our standard is to always hold to the belief that your interests come first.
We look forward to meeting you and discussing how we can partner with you and become your family's trusted financial advisor.