Niklaus Pleisch

Premier Wealth Management for the Full Circle of Life

Role: Wealth Advisor at Kingswood U.S
Location: Washington, DC, US
LinkedIn followers: 500 followers

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About Niklaus Pleisch

At Kingswood US Wealth Advisors and Kingswood Capital Partners, we provide sophisticated…

Experience

Wealth Advisor
Kingswood U.S
Sep 2022 — Present · Alexandria, VA, US

Skills

Cross-Functional Team Leadership
Program Management
Forecasting
Managerial Finance
Leadership
Triathlon
Strategic Financial Planning
Budgets
Life Insurance
Finance
Team Building
Data Analysis
Investment Advisory
Personnel Management
Process Improvement
Financial Analysis
Military Experience
Training

Contact information

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Work email
n•••••••@kingswoodus.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••84

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Current company

Kingswood U.S

Financial Services · 80 employees · New York, New York, United States

Kingswood U.S. empowers our clients to navigate the complexities of the financial landscape with confidence. Through innovative wealth management, robust advisor services and tailored investment banking solutions, we can help achieve any financial goal – no matter how complex. Wealth Management Services Kingswood Advisors offer comprehensive wealth management services tailored to meet the needs and goals of individuals and families. Services include portfolio management, retirement planning, estate planning, tax optimization and risk management strategies. Our advisors have the experience and expertise necessary to provide personalized investment solutions to help you achieve your goals. Advisor Services Kingswood provides essential back-office support and business solutions to financial advisors and institutions, enabling them to focus on client relationships and business growth. This includes administrative support, compliance assistance, technology infrastructure, and business succession planning and support. We also provide access to a broad range of innovative financial products to help you meet your clients’ unique needs. Investment Banking Kingswood’s full-service investment banking platform provides mergers and acquisitions advisory, private capital solutions, debt, and equity financing, and differentiated strategic advice to middle market and emerging growth companies. Our seasoned investment banking team offers tailored solutions and insights to help clients navigate their business objectives. Kingswood is proud to deliver boutique service and solutions backed by the power of a global financial services institution. With a client-centric approach, global reach, commitment to innovation, and deep expertise, Kingswood is well-positioned to help clients navigate the complexities of the financial markets. Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC

kingswoodus.com

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