Kingsview Partners is a financial services firm that specializes in wealth management and related services. Founded in 2008 and headquartered in Grants Pass, Oregon, the firm has established a national presence with additional offices in Chicago, Westport, Plantation, and New York. Kingsview Partners combines personalized service with institutional-level resources, allowing clients to benefit from the flexibility of a boutique firm alongside the stability of larger partnerships. The firm offers a range of services through its subsidiaries, including portfolio management, financial planning, retirement strategies, and tax consulting. Kingsview Wealth Management manages $2.25 billion in assets and employs certified professionals such as CFAs and CFPs. Additionally, Kingsview Trust and Insurance provides life, health, and annuity products, while Kingsview Investment Management offers customized portfolios. The firm serves both individuals and institutions, with a minimum account size of $25,000. Kingsview Partners has been recognized for its growth, appearing on the Inc. 5000 list of fastest-growing private companies for five consecutive years.