About Kingsman Wealth Management
Discover what sets us apart as a fiduciary financial planning service in Pensacola, Florida and Chatanooga, Tennessee.
Empowering Clients & Their Families
Kingsman Wealth Management is an independent fiduciary investment firm serving Florida, Tennessee, and remote clients across the country. Our advisors, based in Pensacola and Chattanooga, provide boutique fiduciary financial services designed around your needs and best interest.
We bring the benefits of working with a large financial firm to you with the personalized service of a local business. We are invested in helping you and positively impacting our communities. Our vision is to empower you and your family to live a fulfilling and enriching life with financial freedom.
Our Values
Caring
We care about your financial future. We work diligently to ensure your financial plan is the best for you, tailored specifically for you, your situation and your family.
Integrity
We are committed to always making the right choice with your well-being in mind. As fiduciary advisors, we are obligated to provide recommendations and make financial decisions that serve your best interest.
Service
We strive to provide the finest service in our industry. We value each person we work with and understand that you have entrusted us with your financial future and welfare.
Community
As a part of Pensacola and Chattanooga, we believe it is our responsibility to invest in our communities through service. We are better together than we are apart with all our beautiful differences.
Meet the Team
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Katie Kingsman
FIDUCIARY WEALTH ADVISOR & FOUNDER
Katie founded our firm to help you reach your financial goals through long-term planning and top-notch advice. Her focus is on assisting you in your financial journey.
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John Cosgrove, Ph.D.
FIDUCIARY WEALTH ADVISOR
Dr. Cosgrove brings 35 years of experience in the financial service industry to Kingsman Wealth Management. He joined our team to provide you with the highest quality financial services.
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Cameron Stapleton
BUSINESS MANAGER
Cameron is your introduction to Kingsman Wealth Management. Along with overseeing our business development and operations, she provides all our clients with outstanding service.
Schedule an Appointment Today!
Find out how we can serve you! Call now or email us to schedule a complimentary consultation to discuss your financial future.
