Kendall Young serves as Principal at Cauble & Harre Wealth Management, where he leverages over 20 years of experience in family wealth management to provide independent and objective financial advice. His primary focus is on demystifying complex financial concepts, ensuring that clients understand their investments...
Kendall Young serves as Principal at Cauble & Harre Wealth Management, where he leverages over 20 years of experience in family wealth management to provide independent and objective financial advice. His primary focus is on demystifying complex financial concepts, ensuring that clients understand their investments and how these can help them achieve both immediate and long-term goals. Kendall believes that a deep understanding of a client's unique circumstances is paramount; thus, he prioritizes building strong relationships to uncover what truly matters in their lives.
At Cauble & Harre, Kendall leads a variety of key projects aimed at creating and implementing comprehensive financial strategies that emphasize tax-efficient wealth accumulation, retirement income, and robust asset protection. His expertise in financial planning and investment management allows him to coordinate all aspects of a client’s financial life, including income tax planning and investment strategies tailored to individual needs. By employing thorough financial analysis and due diligence, Kendall ensures that his clients are well-informed and confident in their financial decisions.
Kendall's skills extend to the management of family offices and wealth management services, where he adeptly navigates the complexities of investments and asset management. His commitment to making the intricate world of finance accessible and understandable has positioned him as a trusted advisor for families seeking to secure their financial futures. Through his leadership at Cauble & Harre, Kendall continues to empower clients to take control of their financial destinies, fostering a sense of confidence and clarity in their wealth management journey.
