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Rikin Patel

Matthew Nielsen

Matthew Nielsen

Founding Partner

Tax Services

Matthew Nielsen

Matthew Nielsen

Matthew Nielsen

Founding Partner

Wealth Management

Douglas Blake

Matthew Nielsen

Douglas Blake

Founding Partner

Family Office

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Your Legacy, Secured

It is estimated that 70% of families lose their wealth by the second generation, 90% by the third. Kingswood Family Office will examine your wealth profile, create and execute a plan to secure your family's wealth for generations to come.  

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Securities Offered through Kingswood Capital Partners, LLC Member FINRA/ SIPC. Advisory Services offered through Kingswood Wealth Advisors an SEC registered investment adviser