Kingsview Partners is a distinguished Wealth Management Partnership located in Grants Pass, Oregon. With a team of 51-200 employees, we are dedicated to elevating the standard of care in the financial services industry.
About Kingsview
At Kingsview Partners, we believe in a multi-faceted approach to wealth management, offering services such as Financial Planning, Portfolio Management, and Investment Management. Our primary focus is on sound financial planning as the foundation for successful investment management. Each client receives personalized attention to ensure their unique investment needs are met, with the ultimate goal of long-term client satisfaction.
Our core commitment is to act in the best interest of our clients, going above and beyond the initial financial plan. We take our role as financial guides seriously, striving to safeguard our clients’ long-term goals from short-term temptations. Your dedicated Financial Advisor is there to provide ongoing support and guidance, helping you stay informed and comfortable with your investment decisions and financial future.
At Kingsview Partners, we are a team of highly skilled professionals dedicated to understanding your needs, concerns, and goals. Through meticulous planning and execution, we aim not just to meet but exceed your expectations. Our success is intertwined with yours, which is why we make it our daily mission to earn and maintain your trust. Our reputation rests on your satisfaction, and we are committed to upholding the highest standards of service and integrity.
Lead by Joshua M. Lewis, our Senior Managing Partner, Kingsview Partners is more than just a financial services provider; we are your dedicated partners on the path to financial success and security. With a focus on transparency, trust, and personalized service, we are here to support you every step of the way on your financial journey.