Independent Wealth Management Firm Builds on Recent Growth to Expand South Florida Presence Amid Massive Opportunity in Region
Office Opening Comes on the Heels of Recent Banking Office Launch in New York
NEW YORK, Oct. 25, 2023 - Kingswood U.S., part of a network of independent wealth management firms that oversees more than $13 billion in client assets globally, today announced the opening of a flagship office in Sabadell Financial Center, located in the Miami neighborhood of Brickell.
Headquartered in New York, Kingswood U.S. supports more than 200 financial advisors nationwide under the Kingswood Wealth Advisors (KWA) brand and a growing investment banking serving clients across the United States. Kingswood recently opened another corporate office in Boca Raton, Florida, in February to support the firm's wealth management expansion in South Florida and a banking office in Midtown Manhattan earlier this fall.
Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "South Florida continues to position itself as a critical hub for innovative financial services companies, Kingswood can now take full advantage of this environment to benefit our clients and advisors. We have seen enormous interest from all our stakeholders in the region and this new flagship office places our investment banking and wealth management teams at the center of one of the most important financial centers in the United States."
The Kingswood U.S. office provides the growing team with open workspaces, private offices, conference rooms and easy access to key partners in the area. The office will serve as the home base for the firm's South Florida-based wealth management team, members of the investment banking divisions and several supporting departments. Most of the firm's leadership, including Mr. Nessim, will have dedicated offices in the space.
About Kingswood U.S. / Kingswood Group
Kingswood U.S., part of the Kingswood Group, is a network of wealth management firms that includes an SEC-registered RIA and two FINRA-licensed broker-dealers, offering comprehensive wealth management and business-building services, designed specifically for the independent financial advisor. Together with our parent company, the Kingswood Group, has more than $13 billion in AUM, and 400 registered individuals, we combine the resources and capital of a very large financial services firm with the personalized touch and feel of a boutique company. Kingswood has earned a reputation as a firm built for advisors by advisors.
Media Contacts:
Joseph Kuo / Donald C. Cutler
Haven Tower Group
424.317.4851 or 424.317.4864
jkuo@haventower.com or dcutler@haventower.com
SOURCE Kingswood U.S.
