Kingswood U.S. is part of the Kingswood Group, a global wealth management company. It operates a network of wealth management firms, including an SEC-registered RIA and a FINRA-licensed broker-dealer. This structure enables Kingswood U.S. to deliver comprehensive wealth management and business-building services tailored for independent financial advisors, combining the resources of a large firm with the personalized approach of a boutique company. The company offers a variety of services, including wealth management, which encompasses portfolio management, retirement and estate planning, tax optimization, and risk management. Kingswood U.S. also provides essential back-office support and business solutions for financial advisors, such as compliance assistance and technology infrastructure. Additionally, it operates a full-service investment banking platform that focuses on M&A advisory, capital raising, and strategic advice for emerging growth and middle-market companies, particularly in sectors like Technology, Defense, Natural Resources, and Healthcare. Kingswood U.S. has been recognized as one of the best financial advisory firms by USA Today and Statista, reflecting its commitment to high-quality financial services. The company continues to expand its network through acquisitions and partnerships, enhancing its service offerings.