# David Kenik

> We help Families to create a Safe Retirement.

- Canonical listing: https://agencysource.com/agencies/david-kenik
- Categories: [AI & LLM Development](https://agencysource.com/categories/ai-development), [Accounting & Finance](https://agencysource.com/categories/accounting-finance), [Business Consulting](https://agencysource.com/categories/business-consulting), [Call Centers & BPO](https://agencysource.com/categories/call-center-bpo), [Training & Coaching](https://agencysource.com/categories/corporate-training)
- Services: Accounting, Business Consulting, Corporate Training & Coaching, Finance & Accounting Outsourcing (FAO), Financial Advising & Planning
- Team size: 2 - 9
- Hourly rate: Undisclosed
- Minimum project: Undisclosed
- Founded: 2010
- Website: https://www.wealthconceptsgroup.com
- Listing: Not yet claimed
- Agency Source rating: no Agency Source reviews yet

## About

Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.

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