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Kings Point Team

60 Cuttermill Road, Suite 516

Great Neck,

NY

11021

kingspoint-info@wealthenhancement.com

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Meet with us
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. 

Advisory Team

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Jason Beaird

CFA®

Senior Vice President, Financial Advisor & Managing Director

Brentwood, TN

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Jake Marshall, IV

CFA®, CFP®

Senior Vice President, Financial Advisor & Managing Director

Great Neck, NY

Nicole Webb

CFP®

Senior Vice President, Financial Advisor

Great Neck, NY

Plymouth, MN

Brentwood, TN

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Andres Fernandez

CEPA®

Senior Vice President, Financial Advisor

Great Neck, NY

Brentwood, TN

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Ken Lynn

Senior Vice President, Financial Advisor

Great Neck, NY

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Hadley Doolittle

CFA®

Financial Advisor

Brentwood, TN

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Billy Dutton

CFA®, CPA

Advisor Team Service Director

Brentwood, TN

Resources from our team

Filters
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Blog

What is a Fiduciary And How Can They Protect Your Future?

Understanding the concept of a fiduciary is crucial for anyone planning their retirement, growing their nest egg, or hoping to maximize their post-career income. The term “fiduciary” often surfaces in discussions about financial advisors and investment strategies, but what does it mean for you?
Andres Fernandez CEPA®

Blog

Donor-Advised Funds: Turbocharge Your Charitable Giving Strategy

If you’re charitably inclined, you're probably interested in maximizing your contribution to your favorite organizations and tax benefit. A Donor Advised Fund (DAF) can help you get there while giving your charitable giving strategy flexibility.
Nicole Webb CFP®

Blog

How to Maximize Social Security Benefits for Singles

The typical imagery of happy, retired couples in their 50s and 60s enjoying vacations, playing with grandchildren, participating in hobbies and volunteering resonates with a large number of people. However, this vision is not the reality for a portion of the population that remains single in retirement, either having never married or those who are divorced or widowed.
Nicole Webb CFP®

Newsroom

Five Wealth Enhancement Group Financial Advisors Named to the Forbes 2024 List of Top Next-Gen Wealth Advisors Best-In-State

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.  
Nicole Webb CFP®

Newsroom

Three Wealth Enhancement Group Financial Advisors Named to the Forbes list of Top Next-Gen Wealth Advisors Best-In-State

Wealth Enhancement Group, an independent wealth management firm with more than $70.8 billion in total client assets, has announced that three of its financial advisors have been named to the Forbes 2023 ranking of Top Next Gen Best-In-State Wealth Advisors. 
Nicole Webb CFP®

Team locations

Great Neck, NY
60 Cuttermill Road, Suite 516, Great Neck, New York, 11021
(516) 439-5100
details
Plymouth, MN
505 Highway 169 N Ste 900, Plymouth, Minnesota, 55441
(763) 417-1700
details
Brentwood, TN
112 Westwood Place, Suite 210, Brentwood, Tennessee, 37027
(615) 620-3900
details

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

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. 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.