NEW YORK, July 19, 2022 /PRNewswire/ -- Kingswood U.S., a network of wealth management firms that oversees more than $3 billion in client assets, today announced the successful recruitment of eight financial advisors who collectively oversee close to $355 million in total client assets. The new affiliates in the Kingswood U.S. network bring decades of experience in holistic financial planning and represent diverse geographies as well as client bases.
Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors under the Kingswood Wealth Advisors (KWA) brand. In March, Kingswood U.S. announced it will consolidate its two SEC-registered RIAs, Benchmark Advisory Services, LLC, and Kingswood Wealth Advisors, LLC, under a single brand.
Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "Kingswood continues to build out a robust network of financial advisors across the country, at a time when the best professionals are looking to deliver an improved experience for their clients. Kingswood's ability to draw exceptional advisors who seek the variety of affiliation models that we provide, is evidence of our ongoing success in providing a nimble, adaptable platform that enables our advisors to extend their market reach while empowering them to do more. I warmly welcome these outstanding professionals to our network."
Kingswood U.S. welcomes eight financial advisors or firms to its network:
Mr. Nessim concluded, "Kingswood U.S. has built its reputation among independent financial advisors as a wealth management network with the resources and flexibility to accommodate a wide range of successful practices. Our boutique service culture continues to attract entrepreneurial advisors who seek to deliver more results for their diverse, loyal client base, and we are thrilled to support their businesses for years to come."
About Kingswood U.S.
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $3 billion in assets, offering comprehensive wealth management and business-building services, designed specifically for the independent financial advisor. Together with our parent company, Kingswood Group, we combine the resources and capital of a very large financial services firm with the personalized touch and feel of a boutique company. With over 200 advisors across the United States, Kingswood has earned a reputation as a firm built for advisors by advisors.