Who We AreAbout Us
Our StoryServing You Since 1999
While Kingdom Private Wealth was recently established, we have over 50 years of combined industry experience. In addition, we have three appearances on the Forbes Best-in-State Wealth Advisors list.
Some of our favorite successes are working with three generations of multiple families and watching some clients experience philanthropy and generosity becoming one of the most exciting parts of their lives.
How We WorkAlways A Personal Touch
Our first priority is to help with, why? We all want to have a secure financial life and to bless those close to us. Is there more? We strive to know who you really are and design strategies that are complimentary.
Our Mission
To incorporate the ideals of radical generosity and empathy into financial services and financial planning. To blend the qualitative and the quantitative.
Our Vision
To build trust and enjoy decades long relationships with great clients, individuals, and families who can see their hard work and diligence pay off for them in their lives and their families lives but also in their communities and organizations that they value.
Our Promise
We will serve, guide, and advise you to the best of our abilities. We will put your interests first. We will treat you like family.
Your TeamMeet Your Advisors
Ryan M. Zwarg, CFP
Founder/Principal
Founder/Principal
Private Wealth Advisor
4806818310
Shelley Lindsey
Senior Registered Client Manager
Get Started TodayLet’s Explore What’s
Possible Together
If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.