At our firm, we understand that financial planning is not a one-size-fits-all endeavor. That’s why we offer a diverse range of services designed to address every aspect of your financial life.
Accelerate the growth of your investments through personalized, data-driven strategies tailored to your financial goals. Kingswood Advisors leverages market expertise to maximize your returns.
Optimize your financial operations with efficient, integrated solutions that simplify and enhance your business processes. Kingswood Advisors offers comprehensive support to improve your operational efficiency.
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood Advisors helps you map out and achieve both short-term and long-term financial objectives.
Make informed decisions with actionable market insights and research from our team of seasoned financial experts. Kingswood Advisors provides the knowledge you need to navigate the complexities of the financial markets.
At our firm, we understand that financial planning is not a one-size-fits-all endeavor. That’s why we offer a diverse range of services designed to address every aspect of your financial life.
Accelerate the growth of your investments through personalized, data-driven strategies tailored to your financial goals. Kingswood leverages market expertise to maximize your returns.
Optimize your financial operations with efficient, integrated solutions that simplify and enhance your business processes. Kingswood offers comprehensive support to improve your operational efficiency.
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood helps you map out and achieve both short-term and long-term financial objectives.
Reach your financial milestones with comprehensive planning and expert guidance tailored to your unique needs. Kingswood helps you map out and achieve both short-term and long-term financial objectives.
Kingswood U.S. Continues Expansion of Successful In-House Investment Banking Group with Appointment of Tony Tian as Senior Managing Director
Kingswood announces the continued expansion of its investment banking team with the appointment of Tony Tian as Senior Managing Director, of Investment Banking, based in Midtown Manhattan.
CEO Michael Nessim authored this article on why it would be a mistake to write off the brokerage model as a way for financial professionals to serve clients. Brokerage remains as relevant a way to meet specialized needs of some investors as fee-based service, even if its days as the dominant wealth management model are in the past.
DWN Round Table: Tech Enabled Recruitment Trends Two Years into the Pandemic
Kingwood U.S. CEO and Managing Partner Mike Nessim shared his thoughts about the technology trends implemented during the pandemic that are here to stay in this recent round-table discussion published in Digital Wealth News.
"Smaller broker-dealers and RIAs provide a platform not only for more strategic growth, but for the advisor to thrive within a more attentive and supportive environment." - Mike Nessim, CEO and Managing Partner, Kingswood U.S.
Mike Nessim recently wrote an article for Investment News in which he talks about how smaller Broker-Dealers and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.
Kingswood Acquisition Corp. (NYSE: KWAC) ("KWAC"), announced today a definitive agreement to enter into a business combination with Wentworth Management Services LLC ("Wentworth").
