At Kinnear Family Wealth Management Group of Wells Fargo Advisors, we work with high net worth families to help build, manage, preserve and transfer wealth.

David Kinnear is a nationally recognized financial advisor who has been serving select families and foundations in Chicago and the Midwest since 1998. David and his team provide flexible family office, investment, risk, and middle market business services in a cost efficient and highly customized manner.    

Wealth preservation is an area of particular emphasis. We focus on helping our clients manage risk and address the corrosive effects of inflation, taxes, market volatility and irrational financial decision making.

As middle market business owners, entrepreneurs and executives, the clients of Kinnear Family Wealth Management Group have complex, multidimensional needs. Our approach is comprehensive and independent. We seek to address, facilitate and coordinate customized financial strategies for all personal, philanthropic, capital asset and business needs.

Our team has the resources, experience and capacity to ask the right questions, identify opportunities, and make impactful recommendations and introductions. Through Kinnear Family Wealth Management Group, our clients connect with and leverage the full resources of Wells Fargo & Company. Kinnear Family Wealth Management Group is a single point of contact for all that Wells Fargo has to offer.

Barron's Top Advisor:  The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.