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 Devon King, Managing Director, and TJ Ptachick, CFP®, Investment Associate. They are ably assisted by Marie Ramirez, Associate Vice President-Investments, and Lindsey Roberts, Registered Client Service Associate.
The King Wealth Management Group is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Alabama, California, Colorado, Connecticut, Washington DC, Delaware, Florida, Georgia, Illinois, Iowa, Maine, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington and West Virginia.