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 the team at Kingsview Woodbury, personalized service has taken on a whole new meaning.
Our team of Wealth Managers works with our clients to custom craft financial plans, prioritize and fund financial goals, optimize investment portfolios, mitigate risks, and maximize tax-efficient retirement income. We 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 we are proud to adhere to the fiduciary standard, bound by a legal obligation to do what’s right for our clients. That’s why we offer straightforward and transparent pricing as we work to improve an industry we know can do better. At Kingsview, we are just as invested in your success as you are.
~ “P” – Personal Planning:
Our complimentary “fit meeting” is designed to get to know you, your financial situation, and your goals. We then use our financial planning software to help build a financial roadmap for you in retirement that can help determine up to a 99% probability if you are on track to reach your objectives.
~ “P” – Portfolio Management:
Based on the results of your financial plan analysis, we will then help adjust your assets to the most optimal portfolio to help you reach your target and providing comfort by attempting to limit your risk.
~ “P” – Prudent Advice:
Investment portfolios are monitored daily and actively managed to help capitalize on market conditions. This helps provide sleep equity knowing there is a team of advisors safeguarding your assets. Our service model is to have monthly check ins, quarterly updates, and annual extensive financial plan reviews depending on client preferences.
Service:
We take a personalized approach to each client with the emphasis of unparalleled white glove service. As a multigenerational team, Kingsview Woodbury has over 50 years of collective experience, implementing investment strategies with a modern approach to wealth management.
Expertise:
Kingsview Woodbury serves each client as their personal CFO. We are a sounding board to any financial need that may arise and have a vast array of services that extend beyond investing. We have strong partnerships with accountants, attorneys, insurance agents, etc., which help serve our client’s complete financial picture. Our extensive expertise, resources, and tools help serve our mission statement in safely “building, protecting, and transitioning” our client’s wealth.
Fiduciary Investment Advisors -AIF®:
Our philosophy in providing “sleep equity” means our clients can rest their heads at night knowing their financial future is in the right hands. As an Accredited Investment Fiduciary, AIF® designated investment advisors, Kingsview Woodbury upholds the highest legal standard of care in acting in our clients “best interest”. This designation means that we have been certified in applying the best fiduciary practices, investment procedures, and solutions to help our clients protect and grow their assets.
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.
Kingsview Woodbury hosted a community event on October 16th, 2021 at Thompson Speedway in Connecticut.
Mario Veneroso (honoree) and Alan Yakuboff of Kingsview Partners at Long Island Business News “40 under 40” annual induction on December 14th, 2021 at Crest Hollow Country Club, Woodbury, NY.
