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Partner and Wealth Manager at Kingsview Partners
Harold Wenger, Jr. a seasoned financial expert & a partner at Kingsview Partners has over four decades of experience in wealth management. Harold's holistic approach goes beyond traditional investments strategies which integrates elements like liability management, insurance and access to lenders that ultimately helps his clients reduce terms on liabilities and ensure that they achieve their desired financial goals. He also makes full use of the strengths of risk assessments and behavioral finance studies which provides his clients enough margin to easily sustain any unforeseen future challenges. Harold works closely with his clients to get to know their unique circumstances which helps him understand the importance of long term planning and actively assist those who wish to have a ...