Kingsview Partners

Kingsview Partners Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management.

Advanced Business Planning Panel : Taxes and Succession Jake “No-Socks, No-Problem” Bauer and members of the Ad Strat te...
05/13/2026

Advanced Business Planning Panel : Taxes and Succession

Jake “No-Socks, No-Problem” Bauer and members of the Ad Strat team — Melissa Smith-White, Tim Lux, Ben Stout, and Andrew Gosney — closed out Day Two of Elevate 2026 with a conversation on advanced business planning, taxes, and succession.

The discussion centered on a simple point: business owners usually have more planning needs than the personal portfolio shows.

The panel touched on ways advisors can support those clients through retirement plan design, executive benefits, succession planning, exit strategy, and business continuity.

And with that, Day Two is a wrap.

Now, we’re on to karaoke 🎤

What High-Net-Worth Clients Actually Hear 👂Rob Montella, VP and Performance Coach at First Trust, gave advisors a direct...
05/13/2026

What High-Net-Worth Clients Actually Hear 👂

Rob Montella, VP and Performance Coach at First Trust, gave advisors a direct challenge:

High-net-worth clients already assume you can manage money.

So what makes you different?

Rob broke down what matters most with $3M+ clients: sharper messaging, better introductions, stronger service design, and legacy conversations that go beyond documents and dollar amounts.

At its core, legacy is bigger than estate planning.

It’s values. Family. Memory. Intent. The things people hope their money still says after they are gone.

A smart, practical reminder that growth starts with a better answer to one question:

Why you?

When Insurance Becomes the Strategy 🧠 Crump, Principal, Prudential, and Nationwide joined Kingsview for a deeper look at...
05/13/2026

When Insurance Becomes the Strategy 🧠

Crump, Principal, Prudential, and Nationwide joined Kingsview for a deeper look at how life, long-term care, and disability planning can fit into real client situations.

The panel looked at business owners trying to keep key people, families sitting on outdated estate plans, clients with large qualified accounts, and retirees who may need a better way to plan for long-term care costs.

For advisors, the session was a practical reminder to look past the portfolio and ask a bigger question:

Where is the client still exposed?

Building an Insurance Engine for the Future🚂Al Abaroa, President of Kingsview Insurance Services, gave advisors a clear ...
05/13/2026

Building an Insurance Engine for the Future🚂

Al Abaroa, President of Kingsview Insurance Services, gave advisors a clear look at how quickly the insurance division is growing and where it’s headed next.

Over the last 12 months, the team has doubled from 7 to 14 members and centralized in Fort Lauderdale to improve speed, service, and ex*****on.

But the bigger story is what that growth makes possible.

Kingsview Insurance is becoming more specialized, better connected, and built for proactive advisor support.

For advisors, that means stronger support across the full client relationship.

For clients, it means more opportunities that match the complexity of their lives.

Al gave us a strong look at how Kingsview is turning insurance from a product conversation into a true planning engine.

Markets, Momentum, and the Message Advisors Need Now 🚀Neil Peplinski, Portfolio Manager, joined Jake Bauer and Yash Pate...
05/13/2026

Markets, Momentum, and the Message Advisors Need Now 🚀

Neil Peplinski, Portfolio Manager, joined Jake Bauer and Yash Patel from the Kingsview Investment Management team for a mid-year look at the economy, markets, and the headlines clients are hearing every day.

Stocks have shown strength this year, led by earnings, AI investment, and broad sector participation. At the same time, inflation pressure, rising yields, global conflict, and uneven consumer strength are giving investors plenty to worry about.

A market with momentum. And plenty of noise.

The update also highlighted momentum inside Kingsview Investment Management.

KIM crossed $2.7 billion with Monarch Funds passing $1 billion in its first five years.

Impressive 🔥

Those results are the kind of things worth building on.

The Experience Is the Standard 👑Misty House, Chief Experience Officer, took the stage with a simple idea that hit hard:G...
05/13/2026

The Experience Is the Standard 👑

Misty House, Chief Experience Officer, took the stage with a simple idea that hit hard:

Growth means very little when the experience starts to feel ordinary.

As Kingsview scales, it is critical to make sure every person who interacts with the firm feels the difference.

Under Misty’s leadership, she’s taken on this initiative by introducing the Experience Compass. It is a framework for how teams communicate, follow through, collaborate, solve problems, and show up for each other.

All built on trust and connection.

Because the client experience starts long before the client ever walks into the room.

It starts internally.

Day 2 is off and running 🏃‍➡️Leading us off? None other than Sean McGillivray, COO of Asset Management.Sean opened the d...
05/13/2026

Day 2 is off and running 🏃‍➡️

Leading us off? None other than Sean McGillivray, COO of Asset Management.

Sean opened the day with Kingsview’s State of the Union: where the firm stands today, where the industry is headed, and how Kingsview is building for the next stage of advisor growth.

With $10+ billion in AUM, 105+ advisors, 14,000+ families served, and a growing $2.7+ billion asset management platform, Kingsview continues to expand the tools, support, and scale advisors need to serve clients at a higher level.

From Property Headaches to Passive Income 💵Kyle Connor, Director of Project Markets and Lead Client Portfolio Manager at...
05/12/2026

From Property Headaches to Passive Income 💵

Kyle Connor, Director of Project Markets and Lead Client Portfolio Manager at Invesco, walked advisors through a planning challenge many clients eventually face:

What happens when a valuable real estate asset becomes too much to manage?

A doctor selling an office building. A business owner exiting a property. A rancher transitioning land. A family trying to divide real estate among heirs.

Kyle broke down how 1031 exchanges, DSTs, and REIT conversions can help turn active property ownership into a more passive, diversified income strategy.

The clock moves fast: 45 days to identify replacement properties and 180 days to close. Advisors need to be in the conversation before the sale sign goes up.

For the right client, these strategies can help preserve tax deferral, simplify estate planning, create income potential, and move real estate wealth into its next chapter.

CMO Paul Arancio, Andrew Seiden, and Steven Lubrano shared how Kingsview’s marketing team is helping advisors turn growt...
05/12/2026

CMO Paul Arancio, Andrew Seiden, and Steven Lubrano shared how Kingsview’s marketing team is helping advisors turn growth into a more intentional, repeatable process.

Their objective is simple: the marketing team is here to serve the advisor.
And that’s it.

From targeted social ads and personalized content to in-person event planning, the Kingsview marketing team does it all.

“I’ve got 10 times the result that I had. With the same amount of work. And actually, I don’t really have to worry about it that much… But it’s significant. So if you guys aren’t using [marketing], it’s just stupid.”

— Leon Shelton, Partner | Wealth Manager

That’s the power of a team built around advisor growth.

From 80 Households to 170+: Building a Scalable Advisory Practice 🏎️ 🏁 The AdStrat Think Tank brought together Paul Aran...
05/12/2026

From 80 Households to 170+: Building a Scalable Advisory Practice 🏎️ 🏁

The AdStrat Think Tank brought together Paul Arancio (CMO), Jake Bauer (VP of Investment Strategy), Tim Lux (VP of Financial Planning), Melissa Smith-White (Managing Director of Kingsview Insurance Services), and Joe Froemming (Partner & Wealth Manager) for a practical conversation on advisory practice growth.

Joe shared how his business has more than doubled since joining Kingsview — growing from managing roughly 75–80 households to more than 170.

But the story was bigger than growth.

It was about building the kind of process-driven practice that can keep scaling without sacrificing client experience.

“A Ritz-Carlton client experience with F1 efficiency.”

That’s what we’re doing at Kingsview Partners.

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509 SE 7th Street , 2nd Floor
Grants Pass, OR
97526

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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