Our Story
2020: Kimberly Joins the Kinship Team
Kinship Wealth Partners is growing yet again, and we are excited to have Kimberly McDonald join the team as our Client Relationship Manager. Kimberly will help create and foster client relationships while adding an extra level of support.
Kinship Wealth Partners is growing once more, and we are excited to have Heather Scott join the team as our Client Relationship Manager. Heather will help create and foster client relationships while adding an extra level of support.
Kinship Wealth Partners is growing, and we are excited to have Meghan Hutton-Rivera join the team as our Client Relationship Manager. Meghan will help create and foster client relationships while adding an extra level of support. Meghan left in 2020 to pursue an opportunity to grow her husband's business. She left in 2020 to pursue an opportunity to grow her husband's business.
2019: Kinship Wealth is Formed
An idea was sparked to create a firm that focused on people, relationships, service, and helping people achieve their financial dreams through honest advice and financial planning. Kinship Wealth Partners was born.
2015: Rudy+NFS, Stuart CFP®, MetLife
Rudy joins National Financial Services Group, Stuart achieves his CFP® certification, and New England Financial is acquired by MetLife.
2010: Stuart is Cancer Free
Stuart returns from his battle with cancer to join National Financial Services Group as the President of the Independent Division.
2009: Stuart + Cancer, Entaire
Stuart was diagnosed with cancer and would begin a journey for the next 2 years of survival shortly after becoming director of Sales for Entaire Global Companies, helping to educate clients nationwide on premium financing opportunities. Stuart still maintained his personal planning practice and continued to help his clients achieve their dreams.
2008: Rudy + AXA/Equitable
The Mony Group is acquired by AXA/Equitable.
2005: Stuart + LUTCF
Stuart received his LUTCF designation.
2004: Stuart + New England Financial
Stuart joined New England Financial where he continued to serve and build his personal practice with families and small business owners. While at New England, he served as a Sales Manager, Director of Training, and the Director of Compliance.
2001: Stuart Jones
Stuart divested his corporate meeting planning company and began his exciting career in the financial service industry by joining New York Life.
2000: Rudy Rodriguez
Rudy leaves his corporate job with Toyota/Lexus as a Manufacturer's Rep and began his Financial Services Career with The Mony Group.