Wealth Management

At King Financial Corporation, we believe that the client experience should be a thoughtful and intentional process, shaped by the unique experiences of our clients and the lasting impact they wish to create for their family, business, charity, and community. We begin by listening carefully and understanding your goals and objectives, asking insightful questions to help you define the purpose of the assets on your balance sheet.

Our top-down strategy enables our team to approach asset allocation with a broader perspective, going beyond the mere diversification of liquid and investable assets. Drawing from our extensive experience as personal CFOs, we work with high-net-worth individuals, business owners, and corporate executives to implement dynamic wealth management solutions that span multiple generations.

Wealth Management Services & Capabilities

Balance Sheet Analysis
Goals-Based Analysis and Cash Flow Planning
Comprehensive Planning: Financial, Estate, Family, Legacy, Philanthropic
Investment Management
Insurance Planning & Analysis

High Net Worth

We understand that high net worth individuals require custom investment management, wealth and legacy planning. Our team works with each client to understand the purpose and value of wealth at the individual and family level. We guide each client through a 6-step process to understand the structure of their balance sheet, estate plan, and legacy goals prior to making any wealth management recommendations. Our aspiration is for each client to feel like a partner and the balance sheet wealth they are creating can lead to lifelong experiences for their family.

Business Owners and Entrepreneurs

The firm has built a niche advising business owners and entrepreneurs, as we understand their needs are unique as it relates to their company culture, industry, human capital, succession, and gut instinct. Our process integrates an understanding of the owner’s strategic business plan and legacy aspirations bridging their corporate and personal balance sheet. This fundamental analysis allows us to craft a wealth management strategy that empowers the owner. Our process further allows for coordination across the company’s broader balance sheet needs and aspirations.

Specialized Services & Capabilities for the Business Owner or Entrepreneur

Integration of Corporate Balance Sheet Planning & Analysis
Business Succession & Business Exit Planning
Corporate Investment Management
Executive Benefits Analysis
Liquidity Planning

Corporate Executives and High Income Professionals

We understand the distinct needs of corporate and C-Suite executives who require thoughtful planning in identifying short-term and long-term careers goals with acute awareness of overall balance sheet wealth. We work with executives to create a purposeful plan tailored to their goals to help increase wealth accumulation and mitigate risk as it relates to concentrated stock positions, retirement plan assets, and broader legacy objectives.

Specialized Services & Capabilities for the Corporate Executive

Comprehensive Retirement/Financial Planning & Modeling

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC*. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with King Financial Corporation. King Financial Corporation does not offer tax or legal advice. Investor Disclosures: https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.