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 our team of financial advisors at Kingsview Fort Wayne, personalized service has taken on a whole new meaning.
Implementing a goals-based approach to financial planning, Kingsview Fort Wayne has the expertise and experience to solve even the most complex endeavors of wealth management. Lead by Buff Dormeier Kingsview Wealth Management’s Chief Technical Analyst and Portfolio Manager, Buff has been recognized as a “Best in State Wealth Advisor” by Forbes Magazine*.
Fort Wayne’s Kingsview team provides comprehensive wealth management services and state of the art portfolio management to affluent and institutional clientele. Their mission is to guide clients in building and protecting wealth, providing an income plan for life and a legacy for beyond.
Recognized by Forbes Magazine as one of America’s Best In State Wealth Advisors
Award winning analysis – 2007’s Charles H. Dow Award recipient - globally recognized as the top award on technical research. To date, Buff is the only financial advisor to ever achieve this Award.
Renowned portfolio management - As an author, Buff was the recipient of 2013’s Technical Analyst’s Book of the Year in partnership with Financial Times Press and the Wharton School
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
Income Planning - focused on providing income growth for life and a legacy for beyond
Goals Based Planning - process allows our clients to visualize and conceptualize their dreams
Standard of Care – check list of anticipated planning needs based on client’s wealth and life cycle
Portfolios managed in house, no excuses about performance returns of 3rd party managers
Lower all in costs - Planning and portfolio management is one all-inclusive fee, eliminating extra fees and expenses of outsourced third party asset managers and custodians.
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.
Accountability begins with our fiduciary duty. That responsibility is reflected in how Kingsview Wealth Managers serve clients: intentionally working with a smaller group of clients, giving advisors greater capacity to plan thoughtfully and execute with discipline.
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.
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
A Tale of Two Markets: New Era vs. Old Era It was the best of months for the brass, the worst of months for the generals. It was a season […]
Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?
Kingsview Partners welcomes Michael Vineyard, a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Partner, and Wealth Manager, serving clients in McCall and throughout Idaho’s West Central Mountains.
