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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

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Newsroom

The Wall Street Journal: Nicole Webb Featured in “Am I Glad I Went to College? Well, It’s Complicated”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by The Wall Street Journal in “Am I Glad I Went to College? Well, It’s Complicated.” 
Nicole Webb CFP®

Newsroom

Business Insider: Nicole Webb Featured in “Give the gift of stocks in 2023 — here are 4 ways to gift stock to friends, family, and charities”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Business Insider in “Give the gift of stocks in 2023 — here are 4 ways to gift stock to friends, family, and c
Nicole Webb CFP®

Newsroom

Bloomberg: Nicole Webb Interviewed Live In-Studio By Haidi Stroud-Watts and Kathleen Hays on “Bloomberg Daybreak: Australia”

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was interviewed live in-studio by Haidi Stroud-Watts and Kathleen Hays on “Bloomberg Daybreak: Australia” to discuss her outlook and strategies on the
Nicole Webb CFP®

Newsroom

Bloomberg: Nicole Webb Interviewed on The Close

Nicole Webb CFP®, Senior Vice President and financial advisor at Wealth Enhancement Group was interviewed live in-studio on Bloomberg The Close. Nicole provides insights on how investors should be looking at the market currently and where there are opportunities for growth.
Nicole Webb CFP®

Newsroom

Bloomberg: Charlie Massimo Featured on Business Week Podcast “US Courts Paves Way for Spot Bitcoin ETF"

Nicole Webb CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured on the Bloomberg Businessweek Podcast in “US Courts Paves Way for Spot Bitcoin ETF.”
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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By providing your number, you consent to receive phone calls and text messages, including information, appointment confirmation and reminder, and service communications. Consenting to calls and texts is not required to receive any service. To opt out from texts, reply STOP. Message & data rates apply.

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.