Our Story
2024: Rudy’s oldest daughter, Anna, graduates from high school and is offered a scholarship to play flag football at Reinhardt University. Go Anna!!
2023: After over a decade, Kinship Wealth Partners decides to leave Equity Services Inc, and join forces with East Paces Wealth Management LLC and Arkadios as their broker dealer. This new partnership brings a myriad of new investment choices and offering for Kinship Wealth Partners to offer and serve its growing clientele. Additionally through this partnership, we now create the availability to bring on more clients to the Kinship Wealth Partners family.
2023: Kinship Wealth Partners encourages and cheers on its employee in her new business endeavor. Kimberly McDonald decides leave Kinship Wealth Partners and start her own motivational speaking booking agency. We wish Kimberly all the success and happiness in her new business.
2023: Stuart gets remarried to his new beautiful bride, Laura Roe Jones in late October in the Highland, N.C.
2021: Kinship Wealth Partners continues to grow and hires Kimberly McDonald to help serve it’s clients as a Client Experience Manager. Kimberly bring a lot of enthusiasm and resources to help deliver on our promises to our clients
2021: Heather Joins the Kinship Team
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.
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 joins National Financial Services Group, Stuart achieves his CFP® certification.
2010: Stuart is Cancer Free. Stuart joins Equity Services Inc and form Premier Advisor Network.
2009: Stuart + Cancer
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
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