King Wealth Solutions

A private wealth advisory practice of Ameriprise Financial Services, LLC

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Client Satisfaction 5.0 / 5 rating based on 32 reviews

King Wealth Solutions: An Ameriprise private wealth advisory practice serving the Simsbury, CT area.

Proud to be recognized

2022 Ameriprise Client Experience Award recipient

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Your financial goals

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Personalized advice

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Weather uncertainty with personalized advice

Personalized financial advice helps build our clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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Events

Webinar: 8,000 Days of Retirement

APR 20, 2023 / 1:00 PM - 1:45 PM

With today’s extended life spans, a person could be facing roughly 20 or more years in retirement... approximately8,000 days. Thinking of it this way, it becomes clearer that retirement is not an end, but rather a new and complex phase of life with many unknowns. That being said, getting started on the right foot is crucial.

Webinar: Navigating Volatility- Compelling Wealth Management Conversations

MAY 18, 2023 / 1:00 PM - 1:45 PM

Join us for an economic update with Talley Leger, Senior Equity Strategist for the Global Thought Leadership team at Invesco. Join this Webex to learn more about:

· What has the greatest impact on investment results?

· Is the market really like a casino?

· Bear markets are always scary but don’t have to be devastating.

Webinar: Keeping More of What you Earn

AUG 17, 2023 / 1:00 PM - 1:45 PM

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni) bonds

· Why you may consider investing in a tax-free income fund

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Our clients and their goals are at the center of all we do. We are proud that Ameriprise Financial was named one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily.

7 videos

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Now Playing

What recent bank failures may mean for investors

What recent bank failures may mean for investors

In light of recent bank failures, it’s important to take a long-term view. Chief Market Strategist Anthony Saglimbene explains what these events may mean for investors and the banking system. (3:34)

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Financial advice that builds confidence

Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

Now Playing

What’s ahead for the housing market?

What’s ahead for the housing market?

Get the outlook on home sales, home prices and mortgage rates from Ameriprise Financial Chief Economist Russell Price. (3:39)

Now Playing

Smart charitable giving from your IRA

Smart charitable giving from your IRA

This video can help eligible clients understand how they can use their retirement assets to support causes that are important to them. (3:01)

Now Playing

The importance of beneficiary reviews

The importance of beneficiary reviews

This 3-minute video helps clients understand how changes made to retirement plans by the SECURE Act could impact their legacy planning, and what they can do to make sure their money goes where they want it to go. (3:21)

Now Playing

Considerations for taking money out of your retirement plan

Considerations for taking money out of your retirement plan

A 401(k) can be good for saving for retirement, but getting money out when clients need it can be challenging. This video will help them understand all their options and the pros and cons of each so that they can make informed decisions. (4:02)

Now Playing

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

A critical risk to consider when deciding when to retire is called “Sequence of Returns” risk. Watch this video to show you how dramatically it can impact your retirement portfolio. (2:39)

King Wealth Solutions

Ameriprise Client Experience Award

The Ameriprise difference

Advice based on your goals, and no one else’s

We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement^® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)