Kenney Wealth Planning & Management LLC, operating as Kenney Wealth, is a Washington State registered investment adviser based in Issaquah. The firm provides personalized investment, tax, and financial planning to help clients organize their finances and pursue goals such as retirement, financial independence, and leaving a legacy. Its services include year-round tax planning, investment portfolio management, tax-loss harvesting for eligible taxable accounts, and plans tailored to clients’ risk tolerance and long-term objectives.

Kenney Wealth also helps clients evaluate insurance policies and mortgage options, although it does not sell insurance products. The firm reviews financial statements and estate-planning documents, securely maintains copies of financial records, and can coordinate with clients’ accountants, attorneys, and insurance agents. Financial plans are presented in concise, accessible language, with checklists and regular progress reviews to help clients stay on track.

The firm cites Eric Kenney’s experience managing investments for himself, family, and friends. It offers a refund of the previous three months’ fees if a client is dissatisfied or feels the service did not provide good value. Investments involve risk and are not guaranteed