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Our Firm

Kingwood Investment Group is a full-service, highly tactical and strategic boutique wealth management firm. We are supported by a team of experienced advisors with the same mission: to help provide exceptional client service and a high-touch investment approach to retirement planning.

Our goal is to go beyond the service level of the typical wealth management firm and serve as the “Retirement Guys” that individuals, families, and business owners can rely on for unbiased recommendations, a disciplined investment approach, and client education tailored to their questions about this important milestone.

When you work with Kingwood Investment Group, you work with a team that cares deeply about what they do. We don’t take the responsibility of managing client assets lightly and are always honored when clients decide to bring us into their lives. Based in Kingwood, Texas, we serve clients throughout the local area as well as throughout the US. Contact our office today to learn more about how we can serve your unique financial needs.