What Makes Us Different
The retirement path is filled with financial peaks and valleys. We’re uniquely qualified to help you traverse them in the most strategic and effective ways, thanks to the King Wealth Planning Advantage. It’s our exclusive combination of assets that include: Our personal and professional philosophy and values; specialized investment management and financial planning approaches; high-touch technology services; ongoing educational opportunities and events; and above all, our outstanding team of professional investment advisors and experienced, personable staff. As you read through our site, you’ll learn a great deal about our company and the many ways we can help you stay on a course that’s aligned with your personal retirement goals.
Our Philosophy and Values
The heart of our value system: Trust.
Since our founding more than two decades ago, we’ve worked with hundreds of individuals and families. It’s been our experience that the one quality they look for above all else in their financial planning relationship is trust. As wealth managers, we deal with the most personal and critical aspects of our clients’ lives, which is why it’s imperative that they trust us to act first and foremost in their best interests.
Creating enduring personal partnerships
More than simply acting as financial advisors, we believe in forming personal partnerships with our clients. We consider them family with whom we’ve shared our personal and professional journeys over the years. As a result, many of them have been with us since we started our practice in 1988. And, we’re humbled by the fact that the majority of our business has come from existing client referrals.
We’ve always chosen to remain at a modest size. This allows us to provide a much higher degree of personal service, flexibility, and close attention to detail seldom found in larger institutions. In fact, many of our client relationships have come out of their frustration over the lack of personal attention or advice provided by their previous advisors.
Should you choose to become a client, you can be assured that King Wealth Planning is committed to providing you with independent, unbiased financial advice throughout your entire retirement journey.