Grants Pass, OR Office
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Kingsview Wealth Management, LLC
Multi-team
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About
Kingsview Wealth Management is an SEC‑registered, multi‑advisor wealth management firm that serves individuals (including high‑net‑worth clients), retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. It provides financial planning, ongoing wealth management through Investment Adviser Representatives, and asset management via an internal portfolio group (Kingsview Investment Management) delivered through models, separately managed accounts and registered investment products.
Advisory services are offered on both discretionary and non‑discretionary bases, blending in‑house KIM strategies with third‑party managers and access to alternative investments through platform partnerships. Portfolios may include equities, fixed income, ETFs, options and other instruments, and the firm also licenses model portfolios to other advisers and provides participant account and ERISA 3(21)/3(38) retirement plan advisory services.
Distinctive features noted in the firm’s brochure include its role as investment adviser and sponsor to affiliated exchange‑traded funds (the Monarch ETFs) and its management of investment‑company assets, as well as personnel who are registered representatives of broker‑dealers (Foreside and The Leaders) and who engage in wholesaling and servicing activities for those products — arrangements the firm discloses as potential conflicts of interest. The firm also highlights that it serves state and municipal clients and that its parent company underwent a change in control in 2026 with the Lewis Family Trust and FTV Capital affiliates acquiring a controlling interest.
Based on Kingsview Wealth Management, LLC
Expertise
Based on Kingsview Wealth Management, LLC
Location
509 SE 7th Street, 2nd Floor
Grants Pass OR 97526
Advisors at this office
3
Advisors at this office
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. In addition to his advisory role, Saunders serves as a naval aviator in the U.S. Navy, a position he has held since 2000. He also works as an independent insurance agent for life insurance. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning, ongoing wealth management, and asset management through a combination of in-house portfolio strategies, third-party managers, and access to alternative investments.
Amy G
CFP®, Series 66
Grants Pass, OR
Kingsview Wealth Management, LLC
Amy Greiner is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2018 and previously spent eight years at Edward Jones. Amy is also a licensed insurance agent. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies and third-party managers, including discretionary and non-discretionary advisory services.
Matthew S
Series 66
Grants Pass, OR
Kingsview Wealth Management, LLC
Matthew Stolen is a Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Kingsview Wealth Management, LLC and has held roles at firms including Foreside Fund Services, M Financial Group, and LPL Financial. Outside of his advisory work, he owns a commercial cleaning business, Scrub Club, LLC, and provides compliance consulting to registered investment advisers through Stolen Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management using both in-house and third-party investment strategies across a range of asset classes, including equities, fixed income, and alternative investments.
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