About

Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.

Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.

Matt says, “Do you want to see how to break free from the status quo and shed popular savings methods that simply aren’t working for most Americans? You will realize why you simply can’t save your way to wealth using conventional models. A better way exists. Let’s get started discovering that better way together.”

Throughout the years, Matt has helped his clients not only save millions of their hard-earned cash but grow it safely and securely. He specializes in working with business owners, surgeons, physicians, dentists, and high-income professionals. Matt earned a Bachelor of Business Communication with a Minor in Management degree from Union University. He holds Life and Health licenses as well as the following FINRA series licenses: 6, 22, 62, 63, and 65.