Kensington Wealth Management, LLC

Nathan Fisch is the sole advisor at Kensington Wealth Management, LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been associated with Kensington Capital Corp. since 1997 and began his role at Kensington Wealth Management in 2025. Kensington Wealth Management, LLC is a newly established investment adviser that has not yet commenced advisory services. The firm plans to offer discretionary portfolio management, access to third-party asset managers through the Interactive Brokers platform, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. Its investment approach includes tailored portfolios across multiple asset classes and trading strategies, with oversight of delegated investment authority and noted affiliations and fee structures disclosed as potential considerations for clients.

Jeffrey Simon is a financial advisor at Kensington Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kensington Capital Corp since 2018. Kensington Wealth Management, LLC is a newly organized investment adviser planning to offer discretionary portfolio management, access to third-party asset managers, and financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a tailored investment approach across various asset classes and may use multiple trading strategies while retaining discretion over third-party manager selection and oversight.

Moses Silver is a financial advisor at Kensington Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Kensington Capital Corp. since 1994. Outside of his advisory role, he serves on the board of Beis Menachem, attending monthly meetings. Kensington Wealth Management, LLC is a newly organized investment adviser that plans to provide discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, high-net-worth clients, businesses, and charitable organizations. The firm’s approach involves tailoring portfolios across various asset classes and employing multiple trading strategies while maintaining discretion over third-party manager selection and oversight.