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

The mission of King Wealth Management Group is to assist with and to simplify the complexities of wealth management for individuals, families, and institutions.

As an independent financial advisory services firm, we are committed to a fiduciary standard of care.

Feel free to contact us with your inquiries about how to begin a relationship with us.

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

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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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