Our Approach | Kimmy wan

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 and Land Park, 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 are dedicated to helping you achieve your investment

goals by providing personal attention and quality services.

Strategic investment plans are driven by customized financial planning, 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. Our mission is to balance values with service, sustainability,

and continuous improvement to our client relationships.

CORE VALUE

Empathy

Hold deep respect for each person’s unique experiences and perspectives. Our customer experience is unmatched.

OUTCOMES

Take calculated risks. Staying steady, focused, and fixated on investment discipline to pick a high-quality portfolio mix to meet our client's individual goals.

HONESTY

We are your accountability partner. Honesty and transparency are the foundation of doing the right thing for our clients.

LOYALTY

When we put our client's best interest first, we raise our frequency, strengthen our business, and feel awesome.

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CORE VALUE

Empathy

OUTCOMES

HONESTY

LOYALTY