Kingswood U.S. Strengthens Network with 28 New Financial Advisors and $1.4 Billion in Assets

Kingswood U.S. Strengthens Financial Advisory Services with Major Recruitment

In a strategic move that highlights its continued growth and commitment to exceptional service, Kingswood U.S. has recently announced the addition of 28 financial advisors to its network. This recruitment directly contributes nearly $1.4 billion in assets under supervision, illustrating the firm’s robust presence in the wealth management industry. The announcement, made on December 19, 2024, further solidifies Kingswood U.S.’s position as a leader among independent wealth management firms.

A Growing Network of Expertise

Founded as part of a global network that oversees more than $15 billion in client assets, Kingswood U.S. places significant emphasis on empowering its advisors. As the firm continues to expand, it now supports over 200 financial advisors through its Kingswood Wealth Advisors (KWA) brand, offering comprehensive services ranging from financial planning to asset management and tax planning.

According to Michael Nessim, CEO and President of Kingswood U.S., the firm’s primary focus is ensuring that financial advisors possess the necessary tools and resources to deliver outstanding client service. Nessim expressed excitement about welcoming new advisors, stating, “These outstanding professionals embody the ambition and dedication needed to achieve excellent results, and we are proud to support their work.”

Diverse and Experienced Advisors

Among the notable recruits are several seasoned professionals from various regions of the United States. For instance, the firm has welcomed a practice serving high-net-worth clients located in Santa Barbara, California, which specializes in wealth management and financial advisory services.

Additionally, an advisor from American Fork, Utah, dedicated to assisting retirees and pre-retirees in financial planning and asset management also joins the network. There’s even a specialist based in Festus, Missouri, who primarily serves families and business owners with retirement planning needs.

This diverse range of expertise not only enhances Kingswood U.S.’s offerings but also strengthens its overall service capability, enabling it to address a broader array of client needs effectively.

Superior Tools and Comprehensive Resources

The new advisors highlighted the advantages they expect to leverage through Kingswood’s tools and platforms. Many of them noted that the enhanced resources available will support their efforts to foster strong relationships with clients and meet their specific financial goals. Additionally, the ability to provide a wider selection of services and solutions was paramount in their decision to join Kingswood U.S.

Features such as access to alternative investments and insurance products further empower these advisors, allowing them to expand their market presence and endorsements effectively. This comprehensive support system not only benefits the advisors but ultimately leads to enhanced client satisfaction, as advisors are better equipped to tailor solutions to individual client needs.

About Kingswood U.S.

Kingswood U.S., a prominent part of the Kingswood Group, distinctly blends the resources of a large financial services firm with the personalized approach typical of boutique firms. It includes an SEC-registered Registered Investment Advisor (RIA) and a FINRA-licensed broker-dealer, designed to provide independence and high-quality service to financial advisors. With over $15 billion in assets under management (AUM) and a network of 400 registered individuals, Kingswood U.S. is dedicated to building an environment where financial advisors can thrive.

As Kingswood U.S. continues to grow its network and service capabilities, clients can look forward to heightened standards of service and a more comprehensive approach to wealth management.

For further information, media representatives can contact Joseph Kuo or Donald C. Cutler at Haven Tower Group for additional insights regarding the expansion and its implications for the firm’s future.