INDEPENDENT.
NOT ALONE.
The Best of Both Worlds. Full-Service Support With The Freedom Of True Independence.
The Power Of
Partnership
You built and care about your business, but your firm is holding you back. You want more freedom, but might be unable or unwilling to do everything on your own. Through the power of partnership, you can take your business to the next level in ways you probably didn’t think were possible.
Elevate Your
Independence
Meet
Our Partners
Trenton Lay
“At Kingsview I get to work for my clients; not a big firm. Kingsview is large enough to provide me with essential resources, outstanding support and current technology and yet they are small enough to allow for a lot of flexibility in how I run my office and assist my clients.”
Benjamin Ott
“Personally the move opened up my time immensely. I was focusing 50% of my time to growing the business to meet the quotas of my former employer. With that liberation, I was able to dedicate more time not only to my clients but to my family and myself.”
Our
Partnership Process
01
Discovery Call
Partnerships are built on people. Let’s get to know each other.
02
Understand Our Edge
Learn how partnership can help improve outcomes for your clients and your business.
03
Elevate Your Practice
Understand how you can join Kingsview in four simple steps.
Some of Our
Custodial Partners
Check Out Our
Resources
Kingsview Partners Welcomes Partner Wealth Manager Ashli Newcomb
Opening their newest office in Paris, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager…
Learn More
Kingsview Partners Welcomes Partner Wealth Manager Chris Wright
Opening their newest office in Milford, Connecticut, Kingsview is excited to welcome Partner and Wealth Manager Chris Wright…
Learn More
Kingsview Partners Welcomes Melissa Smith-White
Kingsview Partners is pleased to welcome Melissa Smith-White as the new Vice President of Strategic Business Development…
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