At King Wealth Management Group, we simplify wealth management for individuals, families and institutions.
We are an independent financial advisory services firm, committed to a fiduciary standard of care.
We build multi-generational, long-lasting relationships with our clients.
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Our firm provides personalized wealth management services
Understanding our wealth management philosophy
Working together, we will:
Learn about you and your specific financial goals
Develop an investment strategy focused clearly on your objectives
Maintain a relationship built on trust and the knowledge that we treat each client’s portfolio as if it were our own
At King Wealth Management we understand the complications that are associated with wealth management and the difficult decisions individuals and their families face. Our goal is to devise a strategy that considers both your present and your future well-being, as well as those whom you love and care for. Achieving this balance is not easy and the questions that arise are far more complicated than simply choosing the right investments.
We work with foundations, scholarship funds, colleges, non-profits, ERISA plans, banks, bank trust departments, credit unions and corporate investment plans. We assist our clients with:
- Investment Policy Statements
- Asset allocation
- Investment strategy and selection
- Portfolio optimization
In creating plans for our clients, we try to analyze and project:
Predictable retirement income
Ongoing annual budgeting
Debt structure and strategic borrowing
Funding strategies for college
Gifting strategies for heirs and charity
Potential estate tax liability