Kestrel Wealth Management

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Generational Wealth is the gift that keeps giving.

 
The Great Wealth Transfer is coming. Secure your family's future with expert help. 
 
 
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What will your retirement look like?

 
It's never too early to start planning for the life you want in retirement. Our experts can help you make the best choices now, for an easier life later.
 
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401(K). It's a Win-Win.

 
Whether you have 10 employees or 100, a 401(k) plan can help your staff save for retirement while offering you considerable advantages and benefits.
 

Curious about market conditions? View our quarterly analysis and predictions.

Welcome to Kestrel Wealth Management

 
We are not your ordinary wealth management company. At Kestrel Wealth Management, we know our clients beyond their financial details. We get to know you, your dreams, and your goals. From there, we can create a personalized financial plan tailored to your unique circumstances.






mother and daughter working in family business

Ensure the longevity of your business.

 
Thinking about a transition of ownership? Choosing a successor to run the business you've worked so hard to build could be a difficult decision. Our business succession planning services help you hand down your business while considering your goals and wishes.
 
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Want to get a head start on college savings?

 
With our financial planning services, our wealth experts can help you prepare for life's big expenses, like your child's education. Set them up for success with a personalized savings plan!
 
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Invest with confidence.

 

Kestrel Wealth Management offers a range of investment strategies, from conservative to aggressive. Which is right for you? We can help you determine that with a customized portfolio review.

Investments

Kestrel Wealth Management is a division of KS Bank, Inc. Investments managed by Kestrel Wealth Management are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value 
Confused by complex financial terms? We understand! We've provided a robust list of financial terms and definitions on our site.
 
Want to see an estimate of what you'll need to save to retire comfortably? Or figure out how long it could take to achieve your savings goals? Check out our various financial calculators.
 
You've got questions, we've got answers. Here's a few ways you can get in touch with us.