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

Expertise

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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Investments

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

Kingston Wealth Management Group is an Independent Financial Advisory Firm committed to assisting individuals, professionals and business owners plan, accumulate, and preserve their personal and business net worth.

Kingston Wealth Management Group has been serving the needs of individuals and businesses for over 35 years. We value our close relationships and our ability to deliver wealth management and financial planning services above and beyond expectations.

Helpful Content

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Budget Check Up: Tax Time Is the Right Time

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

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.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Historical Inflation

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

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.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Junk Drawer Approach to Investing

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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