Cornucopia Wealth Management

Our Mission

At Cornucopia Wealth Management, LLC, our mission is to help clients achieve financial security and peace of mind in retirement. With a personalized approach, we focus on protecting our clients' life's work and their family's well-being, while maintaining their lifestyle in retirement. Our experienced advisors take the time to understand each client's unique financial situation and goals, tailoring a customized plan to meet their long-term needs.

Our Services

We offer a comprehensive range of financial services, including:

• Investment Planning: Our advisors work with clients to create a diversified investment portfolio that aligns with their risk tolerance, time horizon, and financial goals.
• Income Tax Planning: We help clients minimize their tax liability and optimize their tax strategy to maximize their retirement income.
• Risk Management: We identify and mitigate potential risks to our clients' financial well-being, ensuring their assets are protected and secure.
• Retirement Planning: Our experts help clients create a sustainable income stream in retirement, ensuring they can maintain their desired lifestyle.
• Estate Planning: We assist clients in preserving their legacy and ensuring their assets are distributed according to their wishes.

Our Expertise

Robert Kenon, CFP(R), Chartered Retirement Planning Counselor (SM), has over 25 years of experience in the financial industry. With a strong background in banking, insurance, and income tax preparation, Bob brings a unique perspective to retirement planning. His extensive knowledge of pensions, including the DROP Program, allows him to provide tailored guidance to clients navigating the complexities of retirement income.

Our Approach

At Cornucopia Wealth Management, LLC, we understand that every client is unique, with their own set of financial goals and challenges. Our advisors are dedicated to providing personalized service, taking the time to understand each client's situation and goals. We strive to build long-term relationships, based on trust, transparency, and exceptional service.