Are you interested in growing your wealth?

Have you ever thought about your financial future?

Do you have questions about investments and banking?

If you answered yes to any of these questions,

you are in the right place!

With over 22 years of of experience in the financial services

industry, KW Wealth Management provides cost-efficient

portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your financial goals. We are your planner and your wealth strategist. 

Our investment advisor tailors advice to each individual client, depending on their finances, their risk tolerance, and their overall goal. At KW Wealth Management, we listen to our clients' needs and their best interest always comes first.


Welcome to KW Wealth Management! 

Are you interested but not sure if we are the best fit for you? Sign up for one of our financial planning sessions at absolutely no cost to you! During the 1-1.5 hour session, you will meet one-on-one with our investment advisor and discuss your financial goals and concerns. If you are not completely satisfied with our meeting, please don't feel obligated to hire us; however, we know that after meeting with us, you will understand why our clients have chosen KW Wealth Management.

Welcome to our investment family!

We look forward to working with you.

Check out what we're up to on social media!

We listen to your needs. Your best interest always comes first.


2931 Land Park Drive

Sacramento CA 95818

2377 Gold Meadow Way, Unit 100

Gold River, CA 95670

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Based in California, United States of America

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at Individual securities licenses and disclosure

are available through, or upon request.

Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.


© 2021 KW Wealth Management

All rights reserved