Account Services

King Wealth Management knows that every client is unique, and every situation is special. We will work with you on an individual level to ensure that your experience is a great one!

We offer a wide array of account types. Including, but not limited to:

  • Individual, UTMA, and Joint accounts
  • IRA, Roth, and ERISA accounts
  • Trust and Estate accounts
  • Corporate accounts

Some of our services include:

Accessibility – We are available when you need us (in person, by phone, by email, etc.).

Account Services – We are your liaison and advocate when working with your account custodian.

Online Access – We can help you access your accounts online.

Money Management – including wire transfers, EFTs, and other cashiering functions.

Personalization – We will create a client service experience that is unique to your needs.

Our knowledge will make this a smooth process.

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