Harold Wenger, Jr.

Dressage at Devon 2025 – 50th Anniversary

Harold Wenger, Jr. is a highly experienced financial professional with over four decades of dedicated service to his clients. He joined Kingsview Partners’ independent platform in 2023 and specializes in providing comprehensive financial solutions, including retirement income planning, portfolio management, wealth preservation, and estate planning.

Originally from Chambersburg, Pennsylvania, Harold graduated cum laude from Franklin & Marshall College with a Bachelor of Arts degree in government. Throughout his career, he has remained dedicated to continuous learning and professional growth, staying up­-to-date with the latest trends and developments in the financial industry.

A Lifetime of Financial Expertise

Before becoming a Partner I Wealth Manager with Kingsview, Harold’s storied career included financial leadership positions that equipped him with a deep understanding of investment management and wealth management strategies. Prior to creating Wenger Wealth in 2015, he served as Senior Vice President and Investment Officer at Wells Fargo for over 14 years and Senior Vice President at Smith Barney for 10 years, also gaining experience as an Associate Vice President with Prudential Securities. His extensive industry knowledge and expertise have been honed over the years, enabling him to navigate clients through various market conditions.

Knowledge as a Catalyst

Harold’s approach is grounded in the belief that knowledge is transformative. He works closely with his clients, taking the time to understand their personal context and learning about their short and long-term goals and aspirations. This collaboration allows him to create tailored strategies that help minimize risks and stress while empowering clients to enjoy their wealth and live fulfilling lives.

“Years of experience have taught me that successful wealth management goes beyond numbers; it’s about understanding my clients’ unique circumstances and delivering solutions that fit their needs. I view my role as a financial advisor not only as a guide but also as an educator who provides people with the knowledge they need to make confident financial decisions.”, says Harold. “In my client relationships, everything flows from the planning process, including investments.”

Personal and Community Connections

Beyond his professional pursuits, Harold enjoys time with his partner, Julie Walsh, and his two adult sons, Ian and Max. In his spare time, he pursues hobbies such as golf and traveling. Harold also actively contributes to his community through non-profit board work, including roles such as past president of the Hamilton Club of Lancaster. He has also served as a board member for organizations like the Boys & Girls Club of Lancaster, the Conestoga Country Club, the Community First Fund, and Hogar Crea of Lancaster.

The Retirement Lifestyle Strategy™ → We Help Business Owners Start Living a Retirement Lifestyle by Designing Tax-Efficient Exits & Work-Optional Lifestyles

Every business owner says the same thing: “Once the business runs smoother… once I hit my number… once I step away… then I’ll finally live.”

But your business grows, the responsibilities grow, and life becomes a series of “somedays.”

Someday you’ll take that two-week trip to Italy.
Someday you’ll spend summers at the lake with the grandkids.
Someday you’ll stop working 60-hour weeks.

And then, the big one — someday you’ll finally “retire.”

The problem?

Someday often comes with a tax bill that guts half of what you’ve built.
Or a poorly structured exit or payout that bleeds money for years.
Or worse – a sudden realization that you’ve been living for “later” and “later” isn’t as long as you thought.

That’s why I created my Retired Lifestyle Strategy™. Because retirement shouldn’t be a destination…it should be a lifestyle.

It’s not about walking away tomorrow.

It’s about rearranging the pieces so you can enjoy the lifestyle you’ve dreamed of today… while setting up the smartest, most tax-efficient exit possible.

Here’s what it looks like:

• Pre-Exit Engineering: Structuring your business sale (or succession) to keep more of your money and minimize taxes both at the sale and for decades after.
• Lifestyle Design: Folding in the travel, time, and experiences you’ve been saving for “later” — without threatening your future security.
• Total Financial Integration: Your investments, insurance, estate plan, and corporate benefits all talking to each other like a personal CFO is running the show.

When you see the full plan on paper (every number, every timeline) it’s a revelation. You realize you can stop deferring life and start living it now.

If you’re within five years of retirement – or thinking about selling your business – now’s the time to explore the Retirement Lifestyle Strategy™.