Investing is about far more than just growing your wealth. It’s about using money as a tool to live your best life and build a better future. That’s why for Trenton, offering personalized service as a Wealth Manager has taken on a whole new meaning.
Trenton works with clients to custom craft financial plans, prioritize and fund financial goals, optimize investment portfolios, mitigate risks, and maximize tax-efficient retirement income. All Kingsview Partners believe in the power of resourcefulness and creative thinking. If there is a way we can get your money to work harder for you, it’s our mission to find it.
Most importantly though Trenton is proud to adhere to the fiduciary standard, bound by a legal obligation to do what’s right for clients. Straightforward and transparent pricing is designed to align our interests and elevate the standard of care for our clients. At Kingsview, you can take comfort in the fact that your Wealth Manager is just as invested in your success as you are.
1. Free Consultation—Bring all your questions and share your thoughts and concerns. This is your time to get to know Trenton. He will also use this time to get to know you and determine if he can assist you.
2. Onboarding—For those who are a good fit, you'll be invited to a follow-up meeting to discuss your situation in greater detail. We take care of all the details so moving accounts is as easy as possible for you.
3. Achieve Your Financial Goals—You will have a dashboard that shows your current financial picture and where you stand with your financial goals. We will have regular conversations, check-ins, and evaluations to help ensure you are making progress with those goals.
Investment Management:
Most clients pay a 1% advisory fee, and that can range from 0.50% to 1.50%, depending on your situation.
Hourly Financial Planning:
Most hourly financial planning engagements run about $750, and that can range based on complexity at $250 per hour.
Additional Services Provided:
As a teacher at heart, Trenton offers consultations and courses on beginning and advanced finance.
Health: Managing healthcare costs now and in the future
Home: Moving to a bigger or smaller home, renovating, or buying a vacation home
Family: Taking care of those who mean the most in your life
Leisure: Enjoying your free time in meaningful ways
Giving: Volunteering, mentoring, and supporting charities
Work: Working in retirement, selling a business, or starting a new one
Finance: Bringing everything together and defining your financial goals
When it comes to your financial security, it’s all about partnering with someone committed to putting your interests first. CFP® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards. As part of their certification, they have made a commitment to CFP® Board to serve your best interests today to prepare you for a more secure tomorrow.
We are aware of how difficult it can be to navigate wealth in ways that give you freedom and not more obligation.
Kingsview Partners is a boutique advisory firm with sizable partners, which allows us to adapt our strategies as appropriate. Our clients receive the “small firm” benefits of a custom financial plan, paired with the security provided by large custodial partners.
Kingsview Wealth Managers are never obligated to push certain products and services. They are free to present all available options to investors and do not restrict offerings simply because they may be inconvenient, complex or difficult.
Kingsview Partners offers a truly independent platform for its advisors. As fiduciaries, our Wealth Managers can effectively mitigate conflicts of interest and provide investors with a clear understanding of the motivations behind their recommendations.
Kingsview Partners attaches great importance to the responsibility borne from our fiduciary duty. Kingsview Wealth Managers may serve up to 40% fewer clients than their peers, allowing them a greater opportunity to listen, plan and execute for the investor.
