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.

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


2377 Gold Meadow Way, Unit 100

Gold River, CA 95670

Greater Sacramento  California 

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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. © 2020 KW Wealth Management

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