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.



 

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

916-758-9218

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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.

 

© 2020 KW Wealth Management

All rights reserved