Welcome to
Kennedy/Long Wealth Management Group of Wells Fargo Advisors

Our mission is to help you articulate and prioritize your financial objectives, as well as develop a plan for pursuing them. We are committed to understanding our clients’ objectives by defining and implementing the appropriate strategies.

Kennedy/Long Wealth Management Group of Wells Fargo Advisors was founded to provide exceptional personal service and professional portfolio management. With over 57 years combined experience in the business, we are committed to helping our clients define, organize and achieve their financial goals.

We created this web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. You'll find a wealth of information about our capabilities and our site offers a wide variety of useful tools including, calculators, articles, a portfolio tracker and more in the learning center.

Walter and Patrick are both among a distinct group of professionals at Wells Fargo Advisors who have achieved the status of Premier Advisor for 2016. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

 

Kennedy/Long Wealth Management Group Team Accolades

  • In 2014, 2015, and 2016 Walter Kennedy IV and Patrick Long were recognized in Charlotte Magazine as Five Star Wealth Managers. This list honors an elite group of Charlotte advisors, representing less than 7 percent of the wealth managers in the area.