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Not-For-Profits

Not-For-Profits

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 […]

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Wealth Management

Wealth Management

What is Wealth Management? Wealth Management is an investment advisory service that combines other financial services to address the needs of affluent clients. These services are typically managed by a financial advisor with a high-level of experience and training managing a successful client’s wealth holistically. How we can help If you are an affluent individual […]

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