Wealth Advisory for Kings Point: Where the Gold Coast Meets the Sound
Kings Point families steward some of the most significant waterfront estates on Long Island's Gold Coast. Our Lake Success office, eight minutes away, delivers fiduciary wealth planning built for the complexity that comes with generational property, international holdings, and high-net-worth tax exposure.
8 min from our Lake Success office
What Changes When Everything Works Together
Most advisory firms do one thing well and outsource the rest. At United Financial Planning Group, your investment decisions, retirement timeline, and tax planning reinforce each other, because the same team handles all three.
CFP® professionals, CPAs, and Enrolled Agents work side by side, not across town. Hover over a service to see how it connects to your complete financial picture.
Why Kings Point Residents Choose UFPG
Fiduciary planning designed for waterfront wealth, international complexity, and multi-generational estates along Manhasset Bay.
Military & USMMA Benefits Planning
Kings Point is home to the U.S. Merchant Marine Academy, and many local families have ties to military service. We coordinate federal benefits, survivor plans, and Thrift Savings Plan rollovers into a cohesive civilian wealth strategy.
Waterfront Estate Succession
Properties along Kings Point's Long Island Sound and Manhasset Bay shorelines often carry valuations well above federal estate thresholds. We structure gifting, trusts, and titling strategies to transfer waterfront real estate efficiently across generations.
International Wealth Management
Kings Point's diverse community includes families with financial ties spanning multiple countries. We navigate cross-border tax obligations, FBAR reporting, and foreign asset integration so nothing falls through the cracks.
Tax-Efficient Strategies for Very High Net Worth Estates
With home values routinely exceeding $3M and total estates well into eight figures, Kings Point families face layered federal and New York estate tax exposure. We deploy advanced techniques (charitable remainder trusts, GRATs, and strategic Roth conversions) to preserve wealth.
Fee-Only, Fiduciary Advice
We don't earn commissions or sell products. Every recommendation we make is legally required to serve your interest alone, a standard Kings Point families expect and deserve.
Understanding Kings Point's Unique Financial Landscape
Kings Point occupies the peninsula that F. Scott Fitzgerald immortalized as 'West Egg', and nearly a century later, the concentration of wealth here remains extraordinary. With roughly 5,000 residents, waterfront estates that regularly trade above $5M, and deep ties to both Wall Street and international commerce, the planning needs are anything but ordinary. Many households juggle multi-property portfolios, foreign income streams, and complex family structures that demand coordinated tax, estate, and investment oversight. Our proximity in Lake Success means we understand the local tax landscape, the North Shore real estate cycle, and the professional networks Kings Point families rely on, context that national firms simply cannot replicate.
A one stop shop for your
entire financial life
Financial Planning
A comprehensive roadmap for your financial future, built around your actual life and informed by deep tax expertise most planners simply don't have.
Learn moreHypothetical illustration only. Not actual client results. Past performance does not guarantee future results. Investing involves risk, including possible loss of principal.
Investment Management
Tax-aware portfolio management that considers how every trade, every rebalance, and every distribution flows through to your tax return.
Learn moreHypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on circumstances.
Tax Planning & Preparation
Proactive, year-round strategies to reduce your lifetime tax burden, prepared by CPAs and Enrolled Agents who already know your financial story.
Learn moreBuilt for Financial Lives That Don't Fit in a Template
Retirement Readiness
Retirement income gap analysis
Roth conversion strategy
Health insurance bridge modeled
Hypothetical illustration only. Dollar figures do not represent actual client results. Individual outcomes vary based on personal circumstances.
Fee-Only. Fiduciary. No Exceptions.
We don't earn commissions. We don't sell products. As a fee-only registered investment advisor, every recommendation we make is legally required to be in your best interest.
Years of experience
Under management
States served nationwide
What Our Clients Say
Also Serving Nearby Communities
Our team works with families and professionals across Long Island. Explore how we serve communities near you.
Ready to Stop Coordinating Between Advisors?
Schedule a no-pressure conversation. We'll listen to what's going on in your financial life and help you decide if working together makes sense.