Amy Greiner
Partner | Wealth Manager at Kingsview Partners | CFP®
- Role
- Partner Wealth Manager at Kingsview Partners
- Location
- Montrose, CO, US
- LinkedIn followers
- 500 followers
About Amy Greiner
Kingsview Wealth Management provides personalized, confidential financial planning and…
Experience
Partner Wealth Manager
Sep 2018 — Present
Kingsview Partners Wealth Management is a multi-faceted, fee-based investment advisory firm. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction.Specialties include-Planning for retirement (Specifically within 6 months to 5 years of retiring)-Working with those in transition (After a new job, after the death of a loved one, after divorce)-Newly retired (Unsure of which sources of income to use first)-Business owners (Helping determine which retirement plan/help educate employees on retirement planning)-Social Security (Determining the best time to start taking)-Goal-based planning / matching the right investments to the individual goals-Give peace of mind about finances
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