Kingswood U.S.
At Kingswood, we believe everyone should have access to financial advice to protect and grow their wealth.
Kingswood empowers our clients to navigate the complexities of the financial landscape with confidence. Through innovative wealth management, robust advisor services and tailored investment banking solutions, we can help achieve any financial goal – no matter how complex.
Wealth Management
Kingswood Advisors offer personalized wealth management services, including portfolio management, retirement planning, estate planning, tax optimization, and risk management strategies.
Investment Banking
Kingswood’s investment banking services include mergers and acquisitions advisory, private capital solutions, debt and equity financing, and strategic advice for middle market and emerging growth companies.
Equity Research
Kingswood delivers high-quality, accurate investment research 
through thorough analysis 
of companies, industries, 
and macroeconomic trends.
Advisor Solutions
Kingswood provides back-office support, compliance assistance, technology infrastructure, business succession planning, and access to innovative financial products for financial advisors and institutions.
Kingswood is proud to deliver boutique service and solutions backed by the power of a global financial services institution.
With a client-centric approach, global reach, commitment to innovation, and deep expertise, Kingswood is well-positioned to help clients navigate the complexities of the financial markets.
Core Operating Principles
At Kingswood our core operating principles ensure we maintain high standards in all our relationships and operations.
By adhering to these values, we build strong and lasting partnerships with our advisors and clients, guiding our actions and commitment to excellence in the financial industry.
Trust is the foundation of our relationships with advisors and clients alike. We prioritize building trust through reliability, honesty, and consistency in our actions and communications.
We value and respect every individual, treating them with dignity and fairness. We believe in fostering an environment where diverse perspectives are heard and appreciated.
Transparency is key to building strong partnerships. We are committed to 
open communication, providing clear information, and being upfront about 
our processes, fees, and decisions.
Integrity is at the heart of everything 
we do. We uphold the highest ethical standards, acting with honesty, fairness, and accountability in all aspects of 
our business.