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 Jody, offering personalized service as a Wealth Manager has taken on a whole new meaning.
Jody 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 Jody 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.
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.