opening an account
Employer Equity Compensation Employers often award stock options, restricted stock, and other forms of stock-based compensation to employees in an effort to align the interests of their employees with the success of the company. For many employees, these awards are complex and may represent a substantial portion of their overall wealth. How we can help […]
tax deductible shelter
charity 529 tax deductible tax shelter
What reporting services do you offer? We offer accessible performance reports on your assets. We can print or email these reports to you upon request, or you can review your household performance via a convenient smartphone APP. How we can help King Wealth Management will review with you all aspects of your performance as needed.
Why would a not-for-profit need a Financial Advisor? Not-for-Profit organizations often require cash flow analysis, cash & investment management strategies, and input regarding their investment policy statement. A financial advisor can provide value in each of these areas. How can King Wealth Management help your organization? By working closely with your organization’s leadership team, we […]