A complete list of active advisors currently associated with Kingsley Wealth Partners, Inc.

Warmer can help you find a great advisor at Kingsley Wealth Partners, Inc. or one who fits your needs even better.

The firm offers discretionary and non‑discretionary portfolio management, modular or comprehensive financial planning (one‑time, fixed‑term, or ongoing), and private wealth services tailored to individuals, high‑net‑worth families, trusts, estates, and small businesses. The firm’s regulatory filings also indicate an unusually broad client mix that can include banking and thrift institutions, insurance companies, state and municipal governments, sovereign wealth entities, pension or profit‑sharing plans, charitable organizations, other investment advisers, and corporate clients. Investment advice is built on fundamental and technical analysis together with modern portfolio theory, using long‑ and short‑term purchases, asset allocation, and diversification aligned with each client’s objectives, risk tolerance, and time horizon. The firm may coordinate with outside specialists at a client’s request and may engage third‑party sub‑advisers, including delegating discretionary authority to a sub‑adviser when authorized in writing. What is notable about the firm is its recent establishment as a small independent adviser while reporting capacity to serve both private wealth and a range of institutional client types that are uncommon among peers. The firm relies on client‑selected custodians, does not participate in wrap fee programs, and documents its practices in a Code of Ethics and written agreements that address use of sub‑advisers and engagement of outside specialists.

To learn more about the advisors currently working at Kingsley Wealth Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.