Wealth management that’s invested in you.
Kingsman Wealth Management is an independent Fiduciary Investment Firm centered around you with advisors in Pensacola, FL and Chattanooga, TN.
Our approach
You are at the center of our approach here at Kingsman Wealth Management. Our advisors, Katie Kingsman and John Cosgrove, provide boutique fiduciary financial advising services designed to serve your needs and best interests. We help clients in Florida, Tennessee, and remotely across the country. Our mission is to offer long-lasting solutions that positively impact you, your family, and the community.
Our Services
Retirement Planning
Retirement planning gives you and your employees peace of mind. We work with business owners and retirement plan administrators to help you make informed decisions for yourself and your employees. We work with many retirement plans, including 401(k)s, 403(b)s and non-qualified deferred compensation plans.
Personal Wealth Management
Finances can be overwhelming, from preparing your taxes to setting up your retirement. We work closely with you to provide comprehensive financial planning and investment strategies that help you reach your financial goals.
Our Values
-
Integrity
-
Caring
-
Service
-
Community
Meet Our Advisors
Katie Kingsman
FIDUCIARY WEALTH ADVISOR & FOUNDER
Katie helps clients reach their financial goals in Florida and across the country while providing personalized advice on long-term planning, including retirement, tax savings, education savings, and charitable giving. She has over a decade of experience in the finance industry, serving professionals and seniors.
John Cosgrove, Ph.D.
FIDUCIARY WEALTH ADVISOR
Dr. Cosgrove brings 35 years of experience in the financial service industry to Kingsman Wealth Management. He has worked with large corporate divisions, small businesses, churches, nonprofits, and public organizations. He joined our team to provide you with the highest quality financial services.
“My focus is on providing long-term and practical solutions so you can invest in your life and community.”
— Katie Kingsman, Managing Member
Here for you.
Kingsman Wealth Management's main office is in the Rhodes Building in downtown Pensacola, Florida. We are proud to be a part of Pensacola's thriving community.
Schedule an Appointment Today!
Contact us today to schedule an appointment with our fiduciary financial advisor in Pensacola, FL or Chattanooga, TN! We can meet with you in-person or virtually.
