Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs.  To us, the only thing that matters is long term client satisfaction.
 
Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future.

"We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning.  Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes."​  -  Joshua M. Lewis, Senior Managing Partner

Investment Management

Kingsview Partners

Sean Mcgillivray

Mark Seither

Amy Greiner

Michael Clark

Lacie Clark

Scott Martin

Misty House

Paul Arancio

Tim Lux

Aaron Klemow

Mitch Ehmka

Matt Stolen

Buff Dormeier

The Leadership Team at Kingsview Partners is responsible for setting the strategic direction and ensuring the operational excellence of the firm. Comprised of senior executives across various disciplines, this team oversees financial planning, investment management, compliance, trading operations, business development, financial planning, marketing, and overall company operations. Their combined expertise and cohesive management approach drive the firm's mission to prioritize client satisfaction and long-term financial success.

Leadership Team

Wealth Management Team

Business Development and Sales

Leadership Team

About

Team members

Other teams at Kingsview Partners

Wealth Management Team

Business Development and Sales