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277 South Washington Street, Suite 210, Alexandria, VA 22314

703-712-3684
npleisch@kingswoodus.com
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FULL CIRCLE

We plan for the full circle of life, not just retirement. Your financial journey (and your retirement) will be most enjoyable when you've set and hit goals all along the way!

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TRUSTED

More than an advisor, we seek to be your partner, coach, and friend.

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Service

We have a history of service, to our clients and to our country.

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WHERE DO YOU WANT YOUR FINANCIAL JOURNEY TO TAKE YOU?

“Live a full life; live a rich life; live your life with passion.”

We have one short opportunity on this planet. Our purpose is to help people and families make the most of it, and help them leave an amazing legacy for others along the way. We do this through full service financial planning and wealth management - investment management, retirement planning, estate planning, protection… LIFE planning. Not just for the future, but for right now, as well. Contact us today to get started.

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Who We Are

We’re family oriented. We have kids. We have careers. We have crazy lives. Just like you. But every family has a different journey ahead of them. We focus on YOUR goals and aspirations, not on products. With us, you’re a part of the family.

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"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You
A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We’re here to help YOU design and craft YOUR masterpiece.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Someone’s sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffett

Explore Some of Our Services

Investments

Investments

We create strategies that are tailored to your needs and goals.

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Retirement

Retirement

Years of experience have prepared us to guide you through your life transitions.

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Lifestyle

Lifestyle

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Estate

Estate

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.
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Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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How Financial Professionals Are Compensated

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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Tell Us How We Can Help You Today

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