A WordPress Site

Building Wealth with Purpose and Precision

At Kingswell Group, we provide tailored financial coaching to help you grow, protect, and manage your wealth with confidence.

Professional Approach and Quality Services

We deliver expert financial solutions with a focus on clarity and results.

Who We Are

Driven by Excellence, Guided by Experience

Kingswell Group is a trusted financial coaching firm committed to helping individuals and businesses reach their full potential through expert planning and strategic insight.

Companies Guided

0 +

Corporate Program

0 +

Strategic Partners

Financial Planning

Strategic guidance to help you organize, grow, and protect your wealth with clarity and confidence.

Retirement Strategy

Customized retirement plans designed to align with your lifestyle, income goals, and long-term security.

Credit & Debt Advising

Expert insights to improve your credit health and manage debt smartly, so you can move forward stronger.

Achieve Financial Freedom with the Right Strategy

Kingswell Group helps you make smart money moves with personalized planning and expert insight.

Meet Our Team

We Are a Team Of Professionals

Our dedicated team of financial professionals brings years of experience and a results-driven mindset to every client relationship.

Trenton S. Miller

Senior Financial Consultant

Marilyn Santora

Wealth Strategy Advisor

John E. Grady

Client Success Manager

Caring for Your Finances, So You Don’t Have To

We take the complexity out of financial planning—so you can focus on living, growing, and achieving your goals.

Testimonials

Our Clients Reviews

Urna luctus nostra lacinia faucibus primis felis augue non leo tempor ullamcorper.

“Kingswell helped me understand my finances in a way no one else had.” I used to feel overwhelmed just thinking about money.

"We finally have clarity and control over our finances thanks to Kingswell Group. Their insight and support are top-notch"

"From day one, I felt like they were invested in my success. I highly recommend them to anyone serious about long-term financial growth."