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KENNEY | SYRACUSE | BELL
Menu
* Home
* About Us
* About Us
* Robert Kenney
* Roger Syracuse
* Joseph Bell
* Julia Griffenkranz
* Our Investment Philosophy
* Why Work With a CFP
* About Alex Brown
* Who We Serve
* Who We Serve
* Business Owners
* Corporate Executives
* Families & Individuals
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* Sudden Wealth
* How We Serve
* How We Serve
* Our Process
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* Estate, Charitable Giving & Trust
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* WorthWhile
* Insights & Commentary
* Behavioral Finance
* Behavioral Finance
* Familiarity
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LOGIN Remember Me
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* Enroll
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* Philadelphia
1735 Market St Ste 1400 Philadelphia, PA 19103-7501 T: 215.563.2300 TF:
800.443.7500 F: 267.519.1501
Map and Directions Map and Directions
AN ELEVATED ADVISORY EXPERIENCE
You are an individual who doesn’t just jump to conclusions. Your decisions are
carefully weighed and deliberated with cautious consideration.
When seeking financial advice, you seek a counterpart who is equally as
deliberate in delivering carefully measured guidance.
We are driven not only by years of experience, but by disciplined planning,
attentive insight and analytical capabilities. Our objective is to serve as your
trusted financial partner – to help you arrive at the informed decisions you
value, and enjoy the confidence in knowing that every financial matter is fully
addressed.
COMPREHENSIVE PLANNING
There’s more to your financial life than just investments. Comprehensive
planning encompasses an in-depth review and analysis of all aspects of your
financial life – to help you see the big picture and enable us to personalize a
plan for addressing every detail.
Previous
INVESTMENT STRATEGIES
Our team of professionals unlocks a number of choices for your portfolio. We
offer experienced guidance for selecting alternative investments, separately
managed and unified managed accounts, managed discretionary accounts, wrap
accounts, structured products and options, along with traditional offerings such
as equities, fixed income, annuities, mutual funds and exchange-traded funds.
ESTATE CHARITABLE GIVING & TRUST
One of life’s greatest rewards is sharing your wealth with others. Managing
assets to take care of one’s own needs and wants is one thing, but it takes
additional planning and knowledgeable guidance to help ensure your financial
legacy makes an enduring difference in the lives of loved ones or a favorite
charity.
FINANCIAL PLANNING
Whether planning to build a home by the lake or help your daughter launch a
business, you need a well-conceived plan in order to succeed. Pursuing financial
independence is no different. Whether you’re looking to grow your money over
time, generate income in retirement or preserve wealth for future generations,
confidence in your financial plan comes with knowing your assets are invested
well.
INVESTMENT STRATEGIES
Our team of professionals unlocks a number of choices for your portfolio. We
offer experienced guidance for selecting alternative investments, separately
managed and unified managed accounts, managed discretionary accounts, wrap
accounts, structured products and options, along with traditional offerings such
as equities, fixed income, annuities, mutual funds and exchange-traded funds.
ESTATE CHARITABLE GIVING & TRUST
One of life’s greatest rewards is sharing your wealth with others. Managing
assets to take care of one’s own needs and wants is one thing, but it takes
additional planning and knowledgeable guidance to help ensure your financial
legacy makes an enduring difference in the lives of loved ones or a favorite
charity.
Next
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Previous
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
03
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Niches
Read More
FAMILY OFFICES
Sophisticated expertise in planning for today and future generations
04
--------------------------------------------------------------------------------
Niches
Read More
SUDDEN WEALTH
Confidently manage your new assets with the guidance of our experienced team
05
--------------------------------------------------------------------------------
Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
--------------------------------------------------------------------------------
Niches
Read More
CORPORATE EXECUTIVES
Helping you manage your financial success
02
--------------------------------------------------------------------------------
Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
03
--------------------------------------------------------------------------------
Niches
Read More
FAMILY OFFICES
Sophisticated expertise in planning for today and future generations
04
--------------------------------------------------------------------------------
Niches
Read More
SUDDEN WEALTH
Confidently manage your new assets with the guidance of our experienced team
05
--------------------------------------------------------------------------------
Niches
Read More
BUSINESS OWNERS
Unique solutions for business owners and entrepreneurs.
01
--------------------------------------------------------------------------------
Niches
Read More
CORPORATE EXECUTIVES
Helping you manage your financial success
02
--------------------------------------------------------------------------------
Niches
Read More
FAMILIES & INDIVIDUALS
A pragmatic approach to wealth management
03
--------------------------------------------------------------------------------
Niches
Next
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* 3
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* 5
GET TO KNOW OUR TEAM
Robert Kenney
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Regional Executive DirectorClient Advisor
Roger Syracuse, CFP®
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Assistant Vice President Client Advisor
Joseph Bell, MBA, AAMS®
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Client Advisor
Julia Griffenkranz
--------------------------------------------------------------------------------
Senior Registered Client Service Associate
STRUCTURED PROCESS
Gaining a good understanding of who you are and what you want to accomplish
greatly aids us in designing, implementing and managing a plan that precisely
fits your life.
Read More
ANALYTICAL INSIGHTS
We apply our analytical capabilities to help us manage market risk, identify
investment opportunities, allocate assets, and build and balance portfolios.
Read More
PERSONALIZED GUIDANCE
We are well-versed in addressing individual needs, and applying our specialized
knowledge to the financial matters and issues specific to you.
Read More
--------------------------------------------------------------------------------
It's not how much money you make, but how much money you keep, how hard it works
for you, and how many generations you keep it for.
Robert Kiyosaki
INFORMATION & INSIGHT
Previous
TAKING ADVANTAGE OF FIXED INCOME’S CURRENT DUAL BENEFIT
02/06/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
04
--------------------------------------------------------------------------------
Markets & Investing
BACK TO THE DRAWING BOARD
02/03/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
05
--------------------------------------------------------------------------------
Economy & Policy
WILL SPRING SEE THE END OF THE FED’S TIGHTENING CYCLE?
02/03/2023
Review the latest Weekly Headings by CIO Larry Adam.
Read
06
--------------------------------------------------------------------------------
Markets & Investing
PROTECTING YOUR INTELLECTUAL PROPERTY IN A SEA OF IDEAS
Intellectual property insurance may help you enforce your rights.
Read
01
--------------------------------------------------------------------------------
Technology & Innovation
REVIEW KEY TAKEAWAYS OF THE SECURE ACT 2.0
Changes for investors include RMD age increases, higher catch-up contribution
limits and a new 529 transferal option.
Read
02
--------------------------------------------------------------------------------
Economy & Policy
WEBINAR REPLAY - THE BIG GAME: WHO COULD DROP THE BALL?
02/06/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss
current economic and financial market developments.
Watch Webinar
03
--------------------------------------------------------------------------------
Markets & Investing
TAKING ADVANTAGE OF FIXED INCOME’S CURRENT DUAL BENEFIT
02/06/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond
investors.
Read
04
--------------------------------------------------------------------------------
Markets & Investing
BACK TO THE DRAWING BOARD
02/03/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
05
--------------------------------------------------------------------------------
Economy & Policy
WILL SPRING SEE THE END OF THE FED’S TIGHTENING CYCLE?
02/03/2023
Review the latest Weekly Headings by CIO Larry Adam.
Read
06
--------------------------------------------------------------------------------
Markets & Investing
PROTECTING YOUR INTELLECTUAL PROPERTY IN A SEA OF IDEAS
Intellectual property insurance may help you enforce your rights.
Read
01
--------------------------------------------------------------------------------
Technology & Innovation
REVIEW KEY TAKEAWAYS OF THE SECURE ACT 2.0
Changes for investors include RMD age increases, higher catch-up contribution
limits and a new 529 transferal option.
Read
02
--------------------------------------------------------------------------------
Economy & Policy
WEBINAR REPLAY - THE BIG GAME: WHO COULD DROP THE BALL?
02/06/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss
current economic and financial market developments.
Watch Webinar
03
--------------------------------------------------------------------------------
Markets & Investing
Next
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envelope
THE FUTURE AT YOUR FINGERTIPS
KENNEY | SYRACUSE | BELL
* Philadelphia: 1735 Market St Ste 1400 Philadelphia, PA 19103-7501
* T: 215.563.2300
* TF: 800.443.7500
* F: 267.519.1501
* Map & Directions
* Map & Directions
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response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state.
Investors outside of the United States are subject to securities and tax
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