Bonita Springs, FL Office

King Wealth Management provides investment management and financial planning to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages about $1.08 billion in client assets across discretionary and non‑discretionary accounts and offers tailored services such as retirement planning, estate and wealth transfer advice, and occasional stand‑alone financial plans.

The firm primarily allocates client assets among individual equity and debt securities and exchange‑traded funds, using a fundamental analytical approach with a technical overlay to build customized strategies based on each client's risk profile and objectives. King Wealth typically manages accounts on a discretionary basis, may provide non‑discretionary advice for variable life/annuity products and employer retirement or 529 plans, and will recommend private placements to accredited investors when appropriate.

Unusual for a team firm of its size, King Wealth may employ derivatives and permit borrowing within separately managed accounts, and it may use margin in client portfolios—practices the brochure highlights as increasing portfolio risk and, where margin is used, potentially increasing management fees. The firm generally recommends Fidelity as custodian and receives related software, trading and research support, and it does not vote client proxies, leaving proxy voting responsibility to clients.