Get the confidence that comes with knowing you WILL have enough.
At Kingsford & Associates, we know that what really matters to you is having enough money available when you need it for the things that are most important — right now, at retirement, and beyond.
But we also know merely hoping it will be enough isn’t the same as having a well-researched and executed plan to secure the financial future you dream of. Which is why we meet you where you are, designing customized strategies that build wealth over time so you are empowered to enjoy a future free of worry.
Whether you are just starting your savings and investing journey and your knowledge is limited, or you are a sophisticated investor with a large, complex portfolio, we love working with people who want to engage with us about their personal finances.
By working with our team of trusted financial advisors, you’ll make the connection between today’s financial
steps and the results that come over time.
You won’t merely hope you’ll have enough. You’ll have the confidence that comes with knowing you WILL.
My family has invested with Nesbitt Burns since 1987. Thanks to Thalia Kingsford and her capable team, two generations — both maternal and paternal — have trusted them to manage our family finances. It is because of them that yet another generation is following suit and investing with them. Thank you team Kingsford and Nesbitt Burns!
–Retired teacher, Multi-generational Clients since 1987
Meet Kingsford & Associates
We’re an all-women wealth advisory group dedicated to helping people become confident, savvy investors. Our mission is to answer the question “Will I have enough?” with a resounding “YES!”, empowering you to enjoy a future free of worry through customized investment strategies and advice that builds wealth over time.
We put you confidently in control of your money and lead you on the path to a secure financial future.
Thalia Kingsford, BRE, B.Ed, AMP Harvard Business School
Vice President and Senior Investment Advisor
Cheryl Smith, MA, FMA, CIM®
Investment Advisor, Portfolio Manager
Stacy Soutière, CIM®, CFP®, MBA, FEA
Investment Advisor, Portfolio Manager, Financial Planner
Prior to moving a significant portion of my investments to Kingsford & Associates, I was actively trading them in a self-directed account. They helped me move away from a “trading” mentality to a longer term investing approach. The result has been stabilization and meaningful growth of my holdings.
–Retired energy executive, Client since 2008
Disclaimer: The opinions expressed on this site are those of the individual clients and partners and are in no way representative of the views of all. Testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.