Wealth management,
built deliberately—
one family at a time.
We're a small, independent firm helping individuals and families in Connecticut make confident decisions about their money—without the complexity of big banks or the detachment of robo-advisors.
Four disciplines,
one coordinated plan.
Most advisors specialize in one area. We integrate all of them—because investment decisions affect your taxes, insurance protects what your plan builds, and estate strategy determines what actually gets passed on.
How ready are you, really?
Take two minutes to answer eight questions about your current plan. You'll walk away with a clearer sense of where you stand—no matter who you work with.
Not a robo-advisor.
Not a bank.
Just the right size.
We believe good financial advice should feel like a conversation—not a sales pitch, not a dashboard, and not a 45-minute hold to reach someone who doesn't know you.
Kingston Wealth Management Group was founded on the idea that families deserve independent, fiduciary advice from people who take the time to understand their full picture. That conviction hasn't changed in 25 years—and neither has the size of our practice, by design.
No proprietary products. No sales quotas. Our recommendations reflect what's right for you.
Legally bound to put your interests first—not a slogan, an actual standard of care.
Based in South Windsor. Most of our clients live within an hour's drive.
Investments, taxes, insurance, estate—we manage how they interact, not just individual parts.
A three-step process—
no pressure, no obligation.
Starting a relationship with a new advisor should feel measured and low-stakes. Here's what ours looks like.
Kingston gave us the confidence to retire on our terms. They took the time to understand our goals and built a plan we could trust.
Ready for a plan like theirs?
Every Kingston client started with a single conversation. See if our approach fits your situation—no cost, no pressure, no follow-up sales calls.
Clarity,
not jargon.
A few of the questions we hear most often from prospective clients. If yours isn't here, ask us directly—we'll answer plainly.
Transparent, fee-based pricing. For investment management, we charge a percentage of assets under management that decreases as your portfolio grows. No commissions on trades, no hidden fees, no surprises. We walk you through exactly what you'll pay before you commit.
Most of our advisory clients have $250,000 or more in investable assets. If you're building toward that, we offer planning engagements that help you get there without requiring a minimum.
Your 401(k) provider manages one account. Your bank sells products. We look at your entire financial picture—investments, taxes, insurance, estate, Social Security—and build a coordinated strategy. Because we're independent, we aren't incentivized to recommend any particular product.
Casual and conversational—about 30 minutes, in our South Windsor office or over Zoom. We'll listen to what's on your mind, answer your questions, and help you think through at least one decision you're currently weighing. Zero pressure to continue.
Yes. We handle the full transfer process for IRAs, 401(k) rollovers, brokerage accounts, and annuities. Most transfers complete within 5–10 business days, and we manage the paperwork so you don't have to.
Start with
a conversation.
Whether you're evaluating advisors, preparing for a transition, or just want a second opinion on your current plan—we're happy to talk. No cost, no obligation, and no follow-up sales calls.
Pick a time that works for you. We'll spend 30 minutes learning about your goals and answering your questions.
- No cost, no obligation—just an honest conversation.
- In person at our South Windsor office, or over Zoom.
- You'll leave with at least one actionable idea.