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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

Your DNA Test

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.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Budget Check Up: Tax Time Is the Right Time

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

Choosing a Retirement Plan that Fits Your Business

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

Earnings for All Seasons

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

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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.

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.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

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.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Ready for Retirement?

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

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 Power of Compound Interest

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

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