Kinecta Wealth Management

Above L to R: Eric Schwartz, Wealth Advisor Sean Patikas-Hunter, Wealth Advisor Eric Johnson, Medicare Specialist Donna McNeely, President of Kinecta Wealth Management Kyle Cryer, LPL Financial Advisor

Kinecta Wealth Management is a full-service wealth management firm that provides advice on all stages of clients’ financial journeys, aiming to empower them with knowledge and encourage rational decision-making based on their long-term goals.

What makes Kinecta different?

We recognize that true wealth encompasses more than just financial assets. An individual’s mindset is equally crucial. By providing education and planning, we guide clients through the emotional dimensions of their financial journey.

How do you learn the needs of clients?

Kyle Cryer: The most important step in learning a client’s needs is to create a comprehensive financial plan. We can’t reasonably give advice if we don’t understand the entire financial picture. It’s like driving with no destination.

What is your top money-saving tip?

Eric Schwartz: Budgeting is essential for managing personal finances effectively. It helps individuals gain a clear understanding of income, expenses and overall financial situation and track where money is coming from and going, providing a comprehensive view of your financial health. 

What is your professional superpower?

Sean Patikas-Hunter: Listening. The most important step to understanding the unique needs of each client is to establish a relationship of trust. Trust is earned by carefully listening to clients’ expressed needs and communicating back to them an understanding of what they said.

Disclaimer: The registered representatives of Kinecta Wealth Management are registered with and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kinecta Federal Credit Union and Kinecta Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Kinecta Wealth Management and are employees of Kinecta Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kinecta Federal Credit Union or Kinecta Wealth Management. Certain fixed insurance products may also be offered through Kinecta Financial & Insurance Services, a subsidiary of Kinecta Federal Credit Union. Securities and insurance offered through LPL or its affiliates and fixed insurance products offered through Kinecta Financial & Insurance Services are: