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What We OfferServices

Our ApproachPersonal, unique, & insightful

We get to know your story. Every person, every family has a story and as we learn about how you made it to where you are, we can better serve in getting you where else you want to go. Your dreams, your goals, your life is the centerpiece of what we do and how we do it.

Our ServicesWhile not all-inclusive, these are some of the most important services that we offer


Philanthropy

Radical generosity is a driving force at Kingdom Private Wealth. We guide the structuring of a philanthropic mission statement that will incorporate your specific values. We can involve immediate and extended family to help craft a legacy of generosity and impact for years and generations to come. We will consider tax optimization and discuss strategies such as gifting highly appreciated securities and/or directing qualified charitable distributions from IRAs. We will work in conjunction with your tax advisor to select the optimal timing of donations and the overall strategy.

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Holistic Wealth Planning

Planning is critical for overall success. Rates of return, risk tolerance, and income generation are all important. What is also important is the “why” behind all of it. Whether the ultimate goal or focus is retirement income, passing an estate to heirs, philanthropy, or some combination of all three, it all needs to be understood and included in a comprehensive and thoughtful way. What truly motivates and drives you can and should be included. It is not only quantitative but qualitative as well.

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Estate Planning

As with many aspects of a financial plan, estate goals and taxes are a moving target for many people. We will work with you and your attorney to optimize account types, insurance policies, annual gifting, and myriad other strategies to allow for assets to transition to your family and to charity as you instruct.

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Executive Stock Services

Protecting, hedging, or monetizing concentrated stock is an area of focus and expertise at Kingdom Private Wealth. While only one component of an overall financial plan, it is often an enormous overall percentage of net worth and deserving of extreme care and consideration.

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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.

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