No matter your need, please contact Ryan Sabet, Director of Acquisitions, Recruiting and Strategic Initiatives (rsabet@kingswoodus.com). After a brief conversation to understand what you hope to accomplish, he will introduce you to the Kingswood team who can help you achieve those goals.

Working with a financial advisor offers several benefits, including personalized financial planning, expert investment advice, risk management, and assistance with tax and estate planning. Advisors can help set and achieve financial goals, provide objective insights, and keep clients disciplined and focused on long-term strategies. They also stay updated on financial trends and regulations, potentially enhancing returns and reducing financial stress for their clients.

We have coverage in almost every state, and advisors who are willing to collaborate with investor clients virtually. Please contact Ryan Sabet, Director of Acquisitions, Recruiting and Strategic Initiatives (rsabet@kingswoodus.com). After a brief conversation to understand you and what you hope to accomplish, he will introduce you to a Kingswood Advisor.

Independent financial advisors all bill differently – some charge a percentage of assets under management, some charge fixed fees for specific services, and, depending on the products in your portfolio, they may also earn commissions. Fee structure and billing should be an important part of your initial conversation with your Kingswood Advisor.