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.

916-758-9218

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 www.adviserinfo.sec.gov. Individual securities licenses and disclosure

are available through https://brokercheck.finra.org, 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