Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck,

NY

11021

King Point Team

About the Kings Point Team

We are a customized portfolio manager that engages in deep financial, tax, and estate planning with our clients. Every portfolio is designed and managed in a highly custom fashion, built uniquely to fit the evolving needs of each client. We pride ourselves on delivering an unmatched service experience, and as fiduciaries, we’re dedicated to providing guidance that aligns with our clients’ best interests. 

Resources from our team

Filters

Newsroom

Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Bloomberg Markets: The Close. In this episode, Nicole shares how to create a high-quality portfolio.

Newsroom

Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group’s Plymouth, Minnesota office, has been recognized in the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State.  

Newsroom

Wealth Enhancement Group has announced that five of its financial advisors have been named to the Forbes 2024 ranking of Top Next-Gen Wealth Advisors Best-In-State.  

Newsroom

Nicole Webb, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed on Bloomberg Intelligence in “Core US Inflation Picks Up.” In this episode, Nicole shares her market outlook. 

Newsroom

Nicole Webb, CFP®, Senior Vice President and Financial Advisor of Wealth Enhancement Group, has been recognized in the 2024 “Top Women Wealth Advisors Best-in-State" ranking by Forbes. 

Team locations

Great Neck, NY
60 Cuttermill Road, Suite 516, Great Neck, New York, 11021
Plymouth, MN
505 Highway 169 N Ste 900, Plymouth, Minnesota, 55441
Brentwood, TN
112 Westwood Place, Suite 210, Brentwood, Tennessee, 37027

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.