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.