Kingsview Partners Welcomes Partner | Wealth Manager Joe Froemming

Former Edward Jones Advisor Opens Kingsview Partners Office in Raleigh, NC

Kingsview Partners today announced the opening of their newest office in Raleigh, North Carolina. Partner and Wealth Manager Joe Froemming joins the firm with ten years of industry experience.

Mr. Froemming’s passion is helping real families and individuals reach their financial goals. Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, he also has the freedom to provide truly client-centric strategies.

Mr. Froemming’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. His disciplined investment approach, emphasizing quality and a transparent process, helps ensure that each client feels understood, in control, and secure with all aspects of their financial life.

Outside of work, Joe is a big Minnesota pro-sports fan, supporting the Vikings, Twins, and Wild. He loves to golf and enjoys spending time with his family, including his wife and two children. He is active in church and community and values the relationships he has built above all else.

“We are pleased to welcome Partner and Wealth Manager Joe Froemming to the Kingsview team. His focus on the client and commitment to excellence continues to advance our goal of transforming the industry,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make, but Joe’s strong desire to Elevate the Standard of Care for his clients mirrors Kingsview’s core philosophy.”

Kingsview’s newest office is located at 9212 Falls of Neuse Rd., Ste 125 Raleigh, NC 27615. Joe Froemming can be contacted at 984-243-2159 ext 563 or jfroemming@kingsview.com.

Kingsview Partners Welcomes Partner | Wealth Manager Ashli Newcomb

Former Edward Jones Advisor Opens Kingsview Partners Office in Paris,TN

Opening their newest office in Paris, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Ashli Newcomb, who brings ten years of industry experience to the firm.

After graduating from the University of Mississippi with a Bachelor of Business Administration, Ashli began working with Edward Jones in July 2012, making the jump to Kingsview’s independent RIA platform in 2022.

Ashli’s primary clientele is comprised of strong, capable women who are solely responsible for managing their wealth. They have often been referred to her due to a recent divorce or the loss of a loved one, and are beginning a new chapter in life that may feel overwhelming.

Her areas of focus include:

• Retirement Income Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Portfolio Reviews

“Kingsview is pleased to welcome Ashli, with her impressive skill set and client-focused philosophy, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Ashli’s strong desire to elevate the standard of care for her clients continues to advance our goal of transforming the industry.”

Kingsview’s newest office is located at 117 East Wood Street Suite B Paris, TN 38242. Ashli Newcomb can be contacted at (731) 540-9086 or anewcomb@kingsview.com.

Kingsview Partners Welcomes Partner | Wealth Manager Chris Wright

Former Wells Fargo Advisor Opens Kingsview Partners Office in Milford, CT

Opening their newest office in Milford, Connecticut, Kingsview is excited to welcome Partner and Wealth Manager Chris Wright, who brings 25 years of industry experience to the firm.|

Originally from Connecticut, Chris attended Union College in Schenectady, New York, majoring in Political Science and Economics. After beginning his career with Nathan & Lewis, Chris moved to the Wells Fargo family of companies in 1997 and built his practice there over the next 25 years.

Chris works with individuals and families, forming personal relationships that transcend generations and help people plan for short-term and retirement needs. He prioritizes generational continuity and believes that communication – and an honest, straightforward plan – serve as the building blocks for financial success.

When not at work, Chris enjoys spending time with his wife Jackie and his four children: Samantha and her husband Joey, David, Christopher, and Matthew. He also enjoys cooking and time spent outdoors, particularly at the beach.

“Kingsview is pleased to welcome Chris, with his impressive professional experience and client-focused philosophy, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Chris’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”

Kingsview’s newest office is located at 1 Springdale St., Milford, CT, 06460. Chris Wright can be contacted at (475) 549-0859 or cwright@kingsview.com.

Kingsview Partners Welcomes Melissa Smith-White, VP of Advisor Strategy, Kingsview Trust and Insurance

Kingsview Partners is pleased to welcome Melissa Smith-White as the new Vice President of Strategic Business Development for Kingsview Trust & Insurance. Her primary role is to build brand recognition for the Kingsview Trust & Insurance (KTI) brand by evaluating current market trends for opportunities and proposing new business development strategies.

Melissa graduated from Columbia College with a degree in Business Administration, carries a CWS certification and comes to Kingsview with over 20 years of industry experience. Her business philosophy incorporates a team-focused approach to client service, creating a robust and holistic dynamic that draws on shared talents and experience. Melissa’s expertise lies in driving revenue and growth while providing innovative organizational development, team leadership and financial management.

Melissa works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.

Kingsview Partners Welcomes Partner | Wealth Manager Nick Priddy

Former Edward Jones Advisor Opens Kingsview Partners Office in Huntingdon, TN

Opening their newest office in Huntingdon, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Nick Priddy, who brings more than 17 years of industry experience to the firm.

Driven by a passion for advising his clients in a transparent, understandable way, Nick is thankful to be aligned with an independent Registered Investment Advisory Firm, where he operates under a fiduciary standard. Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, he also has the freedom to provide truly client-centric strategies. Mr. Priddy’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.

After graduating from the University of Tennessee at Martin with a B.S. in Engineering and a minor in Business Administration, Nick found his true calling in cultivating a consistent process for long-term financial success. He understands the importance of stability and dedication, and worked with Edward Jones for 17 years before joining Kingsview. Nick also holds an AAMS and prides himself on the application of Christian principles to his craft.

Away from the office, Nick’s personal interests stay true to the values and interests of Tennessee. When he’s not in the office curating his clients’ financial security, Nick can be found raising registered Angus cattle and competing in rodeos and roping events throughout the state.

“Kingsview is pleased to welcome Nick, with his extensive experience and “client-first” philosophy, as a Partner and Wealth Manager,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Nick’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”

Kingsview Investment Management Launches Opportunity Income Strategy

Opportunity Income Aims To Help Investors Meet Overall Fixed Income Goals

Kingsview Investment Management (“KIM”) today announced the launch of their Opportunity Income (OI) strategy, which was designed with the goal of optimizing allocations across various fixed income sectors. Opportunity Income’s primary objective is to deliver a better risk-adjusted return than the aggregate bond benchmark by analyzing spreads between short and long-term U.S. treasury bonds.

Investors seeking a “permanent” active fixed income allocation to balance the risks of investing in equities may find Opportunity Income of interest. It is a potential solution for investors wondering what to do right now in the fixed income portion of their portfolios, but might be worried about key bond risks such as inflation, rising rates, or even economic uncertainty.

“‘We’re excited to share this strategy with investors because we understand how challenging fixed income can be to invest in at times like this.” – Paul Nolte, Senior Vice President and Co-Portfolio Manager

Opportunity Income’s philosophy reflects KIM’s belief that a historically informed, fundamental approach to core fixed income investing can provide long-term superior risk-adjusted return. The strategy was designed with these elements in mind:

Passive ETF Selection – Investments consist of Core Fixed Income exposures derived via low-cost ETFs like that of the benchmark at times but can span a variety of classifications, quality, and duration. At times, the portfolio may take key exposures away from the benchmark in an attempt to optimize for the current environment.

Risk Management – Opportunity Income is an overall risk framework, helping to guide fixed income asset allocation throughout the interest rate & credit cycle by analyzing current treasury spread positioning.

Consistency – Fixed income asset class risks, returns and correlations may vary depending on where you are in this cycle. Historically there are possibly more opportune times to overweight or underweight the different fixed income exposures.

“We respect the importance of keeping a longer-term outlook while still protecting against the risks of tomorrow.” – Mitch Ehmka, Director of Trading and Co-Portfolio Manager

Many strategies try to be forward-looking, guessing where interest rates may be headed, or strictly investing in certain asset classes, regardless of the current interest rate or risk environment. Opportunity Income does not try to guess, but instead analyzes where we are in the interest rate cycle and invests in those securities that have historically performed well in those environments. The overall portfolio is adjusted once a month but keeps pace as economic conditions change.

Read more about Kingsview Investment Management’s portfolio strategies at https://kingsviewim.com/strategy-cards/.

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About Kingsview Partners

Kingsview Partners is a unique alternative in a crowded field of financial advisory offerings. The firm holds a simple belief that quality of service, knowledge of subject matter and fairness can all coalesce into a successful business. Dedication to their clients’ welfare serves as a foundational trait, and one deeply entrenched within the cultural fabric of Kingsview. For many, the financial services industry has fallen dramatically short of meeting their needs, but Kingsview aims to do better and is dedicated to “Elevating the Standard of Care.”

To achieve this mission, Kingsview Partners operates Kingsview Wealth Management, a fee-based, Registered Investment Advisor serving thousands of individual clients across the nation. Complementing the firm’s advisory business is their full-service insurance agency, Kingsview Trust and Insurance Services. Finally, Kingsview Partners works to ensure clients have access to high-value, low-cost, professionally managed investments via Kingsview Investment Management, a standalone asset manager providing investment portfolios to meet nearly any client need.

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Important Disclosures

Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Kingsview Investment Management (“KIM”) is the internal portfolio management group of KWM. KIM asset management services are offered to KWM clients through KWM IARs. KIM asset management services are also offered to non KWM clients and unaffiliated advisors through model leases, solicitor agreements and model trading agreements. KWM clients utilizing asset management services provided by KIM will incur charges in addition to the KWM advisory fee.

This material has been prepared by Kingsview Wealth Management, LLC. It is not, and should not, be regarded as investment advice or as a recommendation regarding any particular security or course of action. Opinions expressed herein are current opinions as of the date appearing in this material only. All investments entail risks. There is no guarantee that investment strategies will achieve the desired results under all market conditions and each investor should evaluate their ability to invest for the long term. This information does not address individual situations and should not be construed or viewed as any typed of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed.

The is an index designed to provide a measure of the performance of the U.S. investment grade bonds market, which includes investment grade U.S. Government bonds, investment grade corporate bonds, mortgage pass through-securities and asset-backed securities that are publicly offered for sale in the United States. The securities in the index must have at least 1 year remaining to maturity. In addition, the securities must be denominated in U.S. dollars and must be fixed rate, nonconvertible, and taxable.

Kingsview Partners Welcomes Broadway Financial

Principal Martin Harper Joins Kingsview Partners Office in Woodbury, NY

Kingsview Partners is pleased to announce that that Broadway Financial, a New York-based RIA, has merged with the firm effective August 20, 2021. With this partnership, Kingsview also welcomes Broadway’s principal, Martin Harper, to the Kingsview Partners team.

Kingsview Partners is proud to support this merger both logistically and financially on behalf of their wealth management partners Jonathan and Ian Millman of Woodbury, NY. Mr. Harper will remain a registered investment advisor representative with Kingsview and will continue to provide exceptional service for his clients alongside Jonathan and Ian.

Kingsview Wealth Management’s capabilities and the professionalism of Jonathan and Ian Millman made Mr. Harper’s selection of a new home for his valued clients an easy decision. The firm’s fiduciary model will allow Mr. Harper a truly independent platform to offer sophisticated wealth management services.

Sean McGillivray, CEO of Kingsview Partners, says, “The ability to organize and fund a merger between a Kingsview advisor and an outside RIA continues to be a growth objective for the firm. It is consistent with our desire to serve more clients in a meaningful way while supporting our advisors’ efforts to grow their individual businesses. The entire team at Kingsview welcomes Martin and his clients to the Kingsview family. I couldn’t be more proud of the entire effort as we support clients and advisors alike.”

Kingsview Partners Appears on the Inc. 5000 for the Fourth Consecutive Year

Firm Ranks No. 1869, With A Three-Year Revenue Growth of 241%.

Inc. magazine today revealed that Kingsview Partners is number 1869 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. This year marks the fourth consecutive year Kingsview Partners has ranked, having also garnered recognition in 2018, 2019, and 2020.

The Inc. 5000 list represents the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, and Patagonia all gained their first national exposure as honorees on the Inc. 5000.

“It is an honor to be ranked amongst such a prestigious group for the fourth time in so many years,” says Kingsview CEO Sean McGillivray. “The women and men of Kingsview work diligently to always put our clients first and consistently elevate the standard of care upon which our business is built. I look forward to doing my part to ensure Kingsview continues to be a force of change in the wealth management industry.”

Kingsview Partners’ ranking on the 2021 Inc 5000 is especially noteworthy given 2020’s unprecedented challenges. Their achievements during this period indicate a high degree of competitiveness within the financial industry, plus the flexibility and resilience necessary for long-term success.

“The 2021 Inc. 5000 list feels like one of the most important rosters of companies ever compiled,” says Scott Omelianuk, editor-in-chief of Inc. “Building one of the fastest-growing companies in America in any year is a remarkable achievement. Building one in the crisis we’ve lived through is just plain amazing. This kind of accomplishment comes with hard work, smart pivots, great leadership, and the help of a whole lot of people.”

Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million. Together, the companies added more than 610,000 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc., which will be available on newsstands on August 20.

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More about Inc. and the Inc. 5000

Methodology
Companies on the 2021 Inc. 5000 are ranked according to percentage revenue growth from 2017 to 2020. To qualify, companies must have been founded and generating revenue by March 31, 2017. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2020. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2017 is $100,000; the minimum for 2020 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There was one tie on this year’s Inc. 5000. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

About Inc. Media
The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including web sites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Vision Conference is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit www.inc.com.

For more information on the Inc. 5000 Vision Conference, visit http://conference.inc.com/.

Kingsview Partners Welcomes Misty House as Chief Operations Officer

Kingsview Partners is pleased to welcome Misty House as our new Chief Operations Officer. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance the end-user experience.

Misty comes to Kingsview Partners with over 28 years of experience in the business world. She has spent her career in multiple financial services, including accounting, mortgage, investment and insurance, with the last ten years in an executive capacity.

Misty’s knowledge of the public and corporate accounting arenas, along with her Accounting and Total Quality Management degrees, serve as the foundation for her business management expertise. She credits her ability to navigate complex situations and personal relationships in order to create efficient systems and increase the bottom line to her years of experience in various service industries. She is a leadership and efficiency expert and has studied the concepts of Six Sigma and process improvement for the last 20 years.

When not at the office, Misty enjoys traveling and appreciating the great outdoors with her husband, James, and their boys, Isaac and Jonah. She also enjoys painting and volunteering for local charities such as Hearts with a Mission, a teen homeless shelter.

Click here to view Misty’s Bio

Kingsview Partners Welcomes Tim Lux, Financial Planning Specialist

Kingsview Partners is pleased to welcome Tim Lux as our new Financial Planning Specialist. His primary role is to provide planning support and education to advisors so they can best serve their clients. This includes training advisors on how to utilize the tools available to them, introducing relevant services and strategies for clients, and assisting in complex case design. In addition to being a Certified Plan Fiduciary Advisor, Tim is taking the Certified Financial Planner exam this year. He also holds Life, Accident & Health Producer and FINRA Series 65 licenses.

Before his position at Kingsview, Tim worked at two reputable RIAs, assisting clients and advisors in researching strategies, building financial plans, and helping small business owners and corporate employees reach their goals. He graduated from the University of Missouri in 2018 with a bachelor’s degree in Personal Financial Planning. During his undergraduate experience, Tim volunteered with the Missouri Extensions Office preparing taxes and educating the public on personal financial matters. He also served as a mentor to his peers as a Student Leader.

Outside of work, Tim enjoys the great outdoors, volunteering for local charities such as Mercy Home for Boys & Girls, and spending time with his family and friends.

Click here to view Tim’s Bio