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 23 years of experience in the financial services industry, I found KW Wealth Management to

provide cost-efficient portfolio construction, comprehensive wealth management, and

ongoing discussions to earn your confidence and help you achieve your financial goals. 

Helping our clients thrive has brought us nothing but joy and fulfillment, and we’re grateful to 

have been a part of what you do. We welcome you to look through our site to see all we have to offer.

Kimmy Wan



Welcome to KW Wealth Management! 

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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 ™

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