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About Us. 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

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

Earnings for All Seasons

Earnings for All Seasons

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

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Making Sense of U.S. Household Net Worth

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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.

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Paying Off a Credit Card

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

What Is My Current Cash Flow?

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

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.

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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.

Retiring the 4% Rule

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

Ready for Retirement?

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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 Other Sure Thing

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

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