OUR APPROACH
KW Wealth Management LLC is a limited liability company
organized in the state of California. Founded in 2018, we
Operating out of our office in Gold River, we offer ongoing
portfolio management services based on the individual
goals, objectives, time horizon, and risk tolerance of each
client.
We create an investment policy statement for each client,
which outlines the client’s current situation (income, tax
levels, and risk tolerance levels). We seek to provide
investment decisions made following the fiduciary duties
owed to our clients' accounts and without consideration of our own economic, investment, or other financial interests. We are dedicated to helping you achieve your investment goals by providing personal attention and quality services.
It is our policy, to the extent practical, to allocate investment opportunities to clients over a period of time on a fair and equitable basis, relative to other clients. Strategic investment plans are driven by customized financial planning, risk scorecard, time horizon, and client's financial suitability. We utilize both passive and active investment strategies. We aim to generate returns by allocating capital across most asset classes, including Index ETF and individual holdings we believe will generate returns to meet our clients' financial objectives and long-term growth expectations.
We offer scheduled planning reviews, regular check-ins, ongoing education opportunities, and an informative client newsletter. You can also count on a response within 24 hours whenever you contact us with a question or concern.
Our mission is to balance values with service, sustainability, and continuous improvement to our client relationships.
