Your seat at the table is waiting.
Complimentary consultations available.
No pressure. Just clarity.
No pressure. Just clarity.
Where women lead, wealth follows
Wealth, on Your Terms.
Kingswood U.S. Women's Wealth Division is a first of its kind national initiative, built by women, for women. We bring institutional-grade advisory, a deeply personal investment approach, and exclusive private community to women at every stage of their financial journey. This is not another women's program. This is a way of life.
$10T+
U.S. wealth controlled by women
70%
of women change advisors after life transitions
20+
years of wall street institutional experience
100%
fee-based fiduciary model
Our Purpose
Why a Women’s Division
Women now control over $10 trillion in U.S. wealth - and that number is growing. Yet studies consistently show women feel underserved and underheard by traditional financial advisory. We are changing that at Kingswood.
A home away from home
At Kingswood Women’s Wealth, we have created something the industry has never truly offered: a place to breathe, think clearly, and move forward with trust. Think of us as your own women’s club where you matter, are heard, and are welcomed.
An exclusive circle, inside your financial life
Here, women find more than an advisor. They find a circle. A trusted network of like-minded women executives, entrepreneurs, and visionaries who share, grow, and prosper together.
Kingswood Women’s Wealth is not another sales pitch.
It is not another women’s division checking a box. It is a way of life - an open door for women to move with trust, speak their vision freely, and build a financial legacy as extraordinary as the lives they lead.
Trusted network
Safe space
to grow
Luxury and purpose
Lifelong legacy
Extensive Services, Personal by Design
Comprehensive Financial Planning
Holistic planning tailored to women’s distinct financial life stages and goals.
Business Owner Advisory
From launch to exit, expert guidance for women who run and own businesses.
Estate Legacy & Planning
Build and protect a legacy that reflects everything you stand for.
Investment Management
Institutional-grade portfolios aligned with your values, vision, and timeline.
Divorce & Transition Planning
Calm, clear financial guidance during life’s most complex transitions.
Educational Events & Community
Private workshops, dinners, and gatherings exclusively for our members.
Frequently Asked Questions
Everything you need to know about partnering with Kingswood
What investment banking services does Kingswood offer?
We are a full-service investment banking platform primarily providing M&A advisory and capital raising services to public and private companies.
Who are your typical clients?
Our clients tend to be emerging growth and middle-market companies, often still founder/entrepreneur led, in need of help accessing capital for strategic growth opportunities or executing on complex financial solutions such as an IPO or sale. We work with companies across various industries but have established a strong track record in the Technology, Defense, Natural Resources, and Healthcare verticals.
How does your typical advisory process work?
We tailor our approach to each client situation, beginning with a thorough understanding of their business and objectives. Kingswood prides itself on working hard to execute the best possible transaction for every client regardless of the size or complexity.
How can I get in touch to learn more?
You can contact us via email at banking@kingswoodus.com.