Business Details
Your Trusted Partner for Financial Adviser Solutions
King Wealth Management Group is an independent financial advisory services firm committed to a fiduciary standard of care. We specialize in simplifying wealth management for individuals, families, and institutions through personalized strategies tailored to each client's unique goals. Our team brings extensive experience in portfolio management, retirement planning, and financial strategy development, prioritizing long-term relationships built on trust and transparency. We assist clients with investment policy statements, asset allocation, and comprehensive financial planning while maintaining rigorous compliance with regulatory standards.Our institutional services extend to foundations, non-profits, and corporate investment plans, addressing complex financial needs across diverse client profiles. With offices in New York and Florida, we combine local accessibility with national expertise to deliver consistent, client-focused solutions.
Services
Financial Planning
Investment Management
Employer Benefits
Portfolio Optimization
Retirement Planning
Estate Tax Strategy
Asset Allocation
Institutional Advisory
Highlights and features
- We operate as a fiduciary Registered Investment Advisor (RIA) with strict regulatory compliance.
- Our team has decades of combined experience in portfolio management and financial planning.
- We provide customized investment strategies tailored to individual client circumstances.
- We maintain transparent fee structures and ethical business practices.
- We serve both individual and institutional clients with specialized financial solutions.
Services
Financial Planning
We develop comprehensive financial plans addressing retirement income projections, debt management, college funding strategies, and estate tax considerations. Our approach combines personalized analysis with long-term wealth preservation techniques. Clients receive tailored recommendations aligned with their specific financial circumstances and life goals.
Investment Management
Our investment management services focus on creating customized portfolios that reflect each client's risk tolerance and financial objectives. We implement strategic asset allocation and continuous portfolio optimization while maintaining strict adherence to fiduciary standards. Regular performance reviews ensure ongoing alignment with client goals.
Employer Benefits
We provide specialized advisory services for employer-sponsored retirement plans and institutional investment programs. Our expertise includes ERISA plan management, investment policy development, and fiduciary guidance for organizations seeking to optimize employee benefit offerings while maintaining regulatory compliance.
Estate Planning
Our estate planning services address complex wealth transfer considerations including gifting strategies, trust implementation, and tax-efficient asset distribution. We work closely with legal and tax professionals to create coordinated plans that protect family wealth across generations while minimizing tax liabilities.
Retirement Planning
We help clients develop sustainable retirement income strategies through comprehensive cash flow analysis and risk assessment. Our approach considers Social Security optimization, pension planning, and systematic withdrawal strategies to ensure financial security throughout retirement years while maintaining portfolio longevity.
People
Larry King
Founder
Larry King established King Wealth Management Group with a vision to provide independent, fiduciary financial advisory services. He brings decades of experience in portfolio management and retirement planning to client relationships.
Daniel Gale
Senior Advisor
Daniel Gale specializes in institutional investment strategies with extensive experience managing portfolios for foundations and non-profit organizations. He focuses on asset allocation and fiduciary compliance for corporate clients.
Ken Terpening
Wealth Manager
Ken Terpening provides personalized wealth management solutions for high-net-worth individuals. His expertise includes estate tax planning and multi-generational wealth transfer strategies that align with client values and objectives.
Questions
What makes King Wealth Management Group different from other financial advisors?
We operate as a fiduciary Registered Investment Advisor with a strict obligation to act in our clients' best interests. Our independent approach focuses on personalized solutions rather than proprietary products.
What types of clients do you work with?
We serve individuals, families, and institutions including foundations, non-profits, and corporate retirement plans. Our services are tailored to meet the unique needs of each client profile.
How do you develop investment strategies?
We create customized investment strategies through comprehensive financial analysis, risk assessment, and ongoing portfolio monitoring. Our approach adapts to changing market conditions and client circumstances.
What financial planning services do you offer?
We provide retirement planning, estate tax strategy, college funding, debt management, and income distribution planning. Each plan addresses both current needs and long-term wealth preservation goals.
How are your fees structured?
Our fee structure is transparent and disclosed in our SEC filings. We maintain clear communication about compensation methods to ensure complete transparency with all clients.
