Our Investing Philosophy: Investing alongside our clients.
The King Wealth Management Group begins each new client relationship by listening to you. They will work with you to develop an investment plan that takes into account your risk tolerance and time horizon to help you reach your goals. Conservative by nature, the King Wealth Management Group constructs custom investment plans using Davenport’s professional money management solutions and equity research recommendations. Portfolios typically include mutual funds and individual stocks.
Taking pride in educating their clients about investing, the King Wealth Management Group provides advice on establishing 529 College Savings Plans, IRA Rollovers, and Qualified Plans for business owners. Once your portfolio is established, they will monitor your investments and meet with you regularly to discuss rebalancing and other appropriate adjustments due to changes in the market or your life goals.
The King Wealth Management Group consists of financial advisors Devon King, TJ Ptachick and Connor Levenson. They are ably assisted by Chelsea Couchman and Arethea Walker who provide support as Client Service Associates.
The King Wealth Management Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Maine, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, West Virginia and Wisconsin.