Savvy Steward

Transform
Simplify
|
  your life by using biblically based principles to manage your financial resources.

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    Your trusted Partners

    Life Planning

    Life planning transcends the boundaries of traditional financial management, encompassing all facets of your personal and financial well-being to create a roadmap for a fulfilling and purpose-driven life.

    Our Process
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    Think Creative

    Customized Solutions
    Designed For You

    Our 4D Client Experience is the opposite of a cookie-cutter approach. Together, we will craft a roadmap built to address your concerns, anticipate your needs, and, most importantly – adapt to life’s inevitable ups and downs. You can rest easy knowing that our customized solutions are designed to steward your financial best interests.

    Here’s How
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    Partner | Wealth Manager

    About Keith

    My mission is to empower clients to consider the broader impact of their financial decisions. Wealth is a tool that can positively impact our society, the environment, and our own personal fulfillment. Beyond personal wealth, financial success can serve a greater purpose in your life’s journey. At Kingsview, your success is our success.

    Meet The Team
    Listen To This Message From Keith
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Savvy Stewardship

How We Serve You

  • Financial Planning

    Our unique 4-step process allows us to see the bigger picture together and build a plan to live life by design – not by default.

  • Tax Strategies

    Understanding tax liabilities can be daunting. We work with your tax professional to ensure your investments are efficient and maximize your benefit.

  • Investment Management

    Investments are personal. We match proprietary investment strategies and processes to your unique goals to minimize risk and maximize potential gains.

  • Insurance

    With a tailored approach to protection, we only use specific strategies when it’s the right tool to leverage and protect you and your loved ones.

  • Estate Planning

    Together, we take the steps to clarify the wealth transfer process and cement your legacy that transcends generations.

  • Risk Management

    Risk Management is the cornerstone of sound financial stewardship. We safeguard your assets and protect you from unforeseen challenges.

Oui-Koh-Nomi-Ah

OIKONOMIA

The origin of the word Economy stems from the ancient Greek word Oikonomia, which is comprised of two root words: Oikos which means household, and Nemein, best translated as “management of finances.”

Oikonomia is our guiding principle and embodies our approach to savvy stewardship. Since we can’t take anything with us, we are merely stewards of all we have. When your economy is in good order, your household is in good order. We believe that a meaningful financial plan extends beyond the numbers, and into
your purpose, your story, and your stewardship.

Live your life by design not default

4D Client experience

Step into the world of the 4D Client Experience with Wealth Manager Keith Demetriades and his innovative approach to a financial planning method that addresses every aspect of your life.

  • Design

    Design

    A full life is measured by more than just financial returns; it’s also reflected in how you choose to live, and those choices should be intentional. 

    We’ll begin by talking about your unique goals and aspirations in both the short and long term.

  • Determine

    Determine

    The next step is evaluating your current financial situation, seeing where things are on track, and noting gaps in the path toward your goals.

  • Deploy

    Deploy

    This phase is about taking calculated action to bring your designed life into reality. 

    We’ll continually evaluate your progress and look at new possibilities, and we won’t change or remain static, just for the sake of it.

  • Develop

    Develop

    The concept of ongoing development is essential because financial planning is a journey of continuous improvement. 

    We monitor, adapt, and strive for better outcomes. It’s not just about getting back up when challenges come; it’s about getting better every day.

By engaging all of your senses, the dynamic 4D Client Experience is an immersive plan for all the aspects of your life to help you live a life on purpose…

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