Dean Spada founded Kingston Wealth Management Group in 2011, after spending the early years of his career at Citigroup and MassMutual. The decision to go independent wasn't complicated — he wanted to give advice without a corporate product list dictating the recommendation. Over 25 years, that principle has shaped every part of the firm. Dean's areas of focus include income planning, legacy strategy, investment management, estate planning, and charitable giving. Through Dean’s drive to stay ahead of emerging technology trends, he has developed a passion for AI and its practical applications within his business. He leverages AI to improve operational efficiency, enhance client communication, and create a seamless onboarding experience.