https://www.kinwell.financial/home daily 1.0 2026-03-25 https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1599245438857-F7BIQRBLGMMFCX5PHNT2/pexels-photo-1655166.jpeg Home https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593531806777-OLDBWPXIEWEPK5EXSXK5/Kinwell+Elements-02.png Home https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593531899494-RLVYTO3RNI0UZRWJG01W/Kinwell+Elements-03.png Home https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593532001800-W4ALLLUTNUBDRGB5CM2Q/Kinwell+Elements-04.png Home https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593532046528-YBF83ARX3PFFTD75SLBE/Kinwell+Elements-05.png Home https://www.kinwell.financial/individual daily 0.75 2024-12-13 https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593704444157-1THQK3PXP59UV4KAP722/Kinwell+Elements-06.png Individual Services - Guided by CFP’s® The CFP designation is one of the most notable certifications available for financial professionals. It requires passing a 10 hour exam, that only has a 50% pass rate. The most important aspect of the CFP designation, is the fiduciary responsibility, they have to put their clients needs first - not every financial professional does that. https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593704480560-8Q745FZX9HFCN1ZH09YX/Kinwell+Elements-08.png Individual Services - Liability driven investing Priorities are the foundation of your financial plan. We take our data driven portfolios and apply them to your real life aspirations. Many people have more plans for their wealth outside of just retirement, and liability driven investing let’s you plan for those. https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593704462105-OVT2G1HMW159JU1GTMJ9/Kinwell+Elements-07.png Individual Services - Fair and transparent f ees As fee only advisors we offer simple and clear fees based on the size of your portfolio. We do this to align our goals, remove conflict of interests and put you in the best position possible to succeed. https://www.kinwell.financial/team daily 0.75 2020-07-23 https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593539229512-WKKHCAWHBR3X3K466PE6/Chicago1.jpg Team https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593539254326-ZZZADXYG426TLM4Y421D/MIT2.jpg Team https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593539287981-DE88AQR4T75LS9SBCLYR/Darmouth3.jpg Team https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593539334302-9W08JV5261N5UC7C6A8O/Yale4.jpg Team https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593539352718-2RYEOV4509R9XVV01Q4X/Stanford-5.jpg Team https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593198091506-0G4DKWJCCHWYTVBVACUW/James%2BCarlson.png Team - James L. Carlson James Carlson is the Managing Member of Kinwell LLC. Prior to Kinwell, Mr. Carlson co-founded Questis Inc. where he led multiple capacities including product development, portfolio management and retirement plan consulting. Previously, James was an Assistant Vice President at Silvercrest Asset Management Group LLC. Silvercrest provides asset management and family office services to wealthy families and select institutional investors. At Silvercrest, Mr. Carlson reported directly to the firms executive team across a broad range of business operations including portfolio management, marketing and strategic growth initiatives. Mr. Carlson began his career as a United States Naval Officer. James received a B.S. in Mechanical Engineering and Minor in Systems Engineering from the University of Virginia. Email: james.carlson@kinwell.financial https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1593187165580-ERLN9BC3AIGSGYAI5K82/Matt%2BRitt.jpg Team - Matthew D. Ritt Matthew Ritt, CFP® is a Principal engaged in portfolio management of equity and fixed income portfolios. Prior to founding Kinwell, Mr. Ritt was portfolio manager at Questis, Inc. where he worked extensively with private clients. Further, Mr. Ritt was monumental in executing financial wellness initiatives for numerous plan sponsors. Previously, Mr. Ritt worked for Merrill Lynch’s Global Wealth Management Division in Charleston, S.C. Mr. Ritt holds a B.S. in Finance from Virginia Tech in Blacksburg, Virginia. He is a CERTIFIED FINANCIAL PLANNER™ certificant. Email: matt.ritt@kinwell.financial https://www.kinwell.financial/contact daily 0.75 2020-06-16 https://www.kinwell.financial/corporate daily 0.75 2020-08-10 https://www.kinwell.financial/fees daily 0.75 2020-09-17 https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1595437077650-5PT8G3617G7QR1OSPHKZ/Kinwell+Elements-09.png Fees https://images.squarespace-cdn.com/content/v1/5ee90cfd63509e705a410566/1599767872616-7M7PSL4I2IAHS7WZETN1/Kinwell+Elements-13.png Fees