Managing complexity for a confident future


King WM Approach

Understanding you means understanding your family, your values and what defines your vision for the future. That’s why we actively listen, embrace your passions and offer advice that is essential to pursuing your goals.

We’re a team of seasoned financial professionals, driven to bring real change for you, your business or your organization. Our goal is to help simplify your life so you have the freedom to fully assess your options, make wise financial decisions and move forward with confidence.

When it comes to helping clients pursue their goals, our ears are our best resource.

- Bud King, CFA®

Family Advisory and Philanthropy

Estate Planning Strategies

Exit planning

Asset Allocation and Investment Management


Corporate Retirement Planning

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager