Grants Pass, OR logo

Grants Pass, OR Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

3

Of 116 advisors across 71 offices

Location

509 SE 7th Street, 2nd Floor

Grants Pass OR 97526

Advisors at this office

3

Advisors at this office

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Joshua S

Series 65

Grants Pass, OR

Kingsview Wealth Management, LLC

Joshua Saunders is a financial advisor with Kingsview Wealth Management, LLC in Grants Pass, Oregon. He holds a Series 65 designation and has 16 years of industry experience. Saunders has been with Kingsview since 2014 and concurrently serves as a U.S. Navy naval aviator. He also works as an independent life insurance agent. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Amy G

CFP®, Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC

Amy Greiner is a CFP® and Series 66-registered financial advisor with 16 years of industry experience. She has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2018, following eight years at Edward Jones. In addition to her advisory role, she is a licensed insurance agent. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers comprehensive wealth management, financial planning, and asset management services through a large network of advisors and an internal portfolio management group.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Matthew S

Series 66

Grants Pass, OR

Kingsview Wealth Management, LLC

Matthew Stolen is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at firms including Foreside Fund Services, LLC, M Financial Group, and LPL Financial. Outside of advisory work, he owns Stolen Consulting, providing compliance consulting to RIAs, and Scrub Club, LLC, a commercial cleaning business. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio management group.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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