wbianchi@kingswoodus.com

Schedule a Consultation

Home
Home
About
Services
Client Access
- Access Secure Client Portal
- Access Wealth Management Hub
Tools
Contact Us

Schedule a Consultation

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (585) 349-3337

Toll-Free: (844) 579-1838

Fax: (585) 625-3644

24 West Avenue

Suite 202

Spencerport, NY 14559

wbianchi@kingswoodus.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities. The information contained in this message may be privileged and confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is unlawful and strictly prohibited. Neither KWA nor KCP not represent this information is complete or accurate and it should not be relied upon as such. All information is subject to change without notice. For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other non-public information in your e-mail. The information provided in e-mail or its attachments is not an official transaction confirmation or account statement. If you are a client of KWA or KCP, your official account statements are mailed to you, or made available to you electronically if you have chosen such option. In accordance with industry standards and practices, KWA and KCP retain e-mail messages for a period of time. Those messages are kept confidential in accordance with KWAs and KCPs privacy policy.