We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.
Our advisors have the time and freedom necessary to serve their clients and our custodial partners give us the resources to protect our client’s financial assets. The end result? Independent advice, personalized attention, and the security and support that come with having an account at a major financial firm.
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Kingsview CIO Scott Martin discusses the earnings estimate for the S&P for 2021, and what the greater acceptance of Bitcoin says about the structure of the economy and the market.
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Kingsview CIO Scott Martin discusses the Johnson & Johnson news, and how it will serve as a “shot in the arm” to the markets, as social permeation of the vaccines wil help markets reach all-time highs. He also discusses why commodities like silver and gold are something to hold in a portfolio.
Opening their newest office in Evans, Georgia, Kingsview is excited to welcome Partner and Wealth Manager, Charles Butler. Joining the firm from Wells Fargo where he has proactively managed over $75 million in assets, Charles brings 20 years of expertise, providing highly personalized experiences and delivering comprehensive financial planning solutions.
Mr. Butler focuses on helping clients meet their financial needs by developing investment plans around their long-term goals and risk tolerance. A significant part of his ongoing responsibilities includes wealth planning, asset allocation and investment performance. He enjoys being a trusted advisor and is passionate about building strong, long-standing relationships and generational wealth for his clients.
“Kingsview is extremely excited to welcome Charles to our firm,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Charles’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
Kingsview’s Evans, Georgia office is located at 601 N. Belair Square, Suite 6, Evans, GA 30809 and can be reached at (706) 447-9897.
Kingsview CIO Scott Martin discusses whether raising the federal minimum wage will help or harm the job market- and what it might mean for small and medium businesses’ bottom line.
Kingsview CIO Scott Martin talks about Jeff Bezos’ surprise exit as Amazon CEO, plus the possibility of an Amazon breakup and what that might mean for shareholders.
Kingsview CIO Scott Martin discusses Elizabeth Warren’s Wealth Tax, the cost of enforcing it, and how the logistics would impair the U.S. economic growth picture. He also talks about last week’s market and describes how the individual investor platforms cut off liquidity, preventing those who needed to “get out of the way” the most from doing so.
CIO Scott Martin discusses shorted stocks, and how individual investors are being shut off from liquidity and trapped in trades they might otherwise have sold.
CIO Scott Martin discusses the back-to-work dilemma and whether employees who are technically able to return to work but choose not to should receive unemployment compensation. Is “available and looking for work” still one of the requirements for unemployment benefits?