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About Us. Our Team. Your Guide. Our Mission. Our Services.


To deliver the comprehensive and sophisticated services our clients require, we employ an experienced staff of professionals. We utilize state-of-the-art design and administration systems to compliment and access our industry leading financial services.

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Our investment planning and management process is used to help you keep your future financial goals and investment objectives in focus. We use Charles Schwab & Co., one of the nation’s leading providers of financial services, as the primary custodian for our client’s assets.

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Financial Planning

Financial Planning is an ongoing process that helps you and your family take control of your financial goals. Having a financial plan allows you to be confident in making financial decisions and to stay on track to meet your goals in the future.

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Wealth Management Services, Above and Beyond Expectations

Welcome to Kingston Wealth Management Group!

We are an independent advisory firm committed to guiding you through the entirety of your financial life.  We work with a diverse group of clients from business owners, executives and professionals, to young families and retirees. We help you establish a plan for accumulation and preservation of wealth throughout a multi-decade retirement and generations beyond.

Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Ivory Tower Changes Wall Street

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.


Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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