OUR PHILOSOPHY

At KW Wealth Management, we believe that standing by our philosophy is what has afforded us such success. Built on our founder's personal and professional morals and ethics, our philosophy is simple: the client comes first. How do we do that?

 

                                                                                                             

 

2) We maintain an honest and transparent relationship.

We will never recommend or advise you on an investment without telling you everything you need to know about it. This means the good, the bad, and the unsure. We provide you with advice that best suits your needs and goals because we want you to achieve your goals. We know that at the end of the day, if you achieve your goal, thenwe will have achieved ours. 

1) We listen to your needs and goals.

Before we even start talking investment, returns, and percentages, we want to get to know you. What do you want out of this relationship? Other firms might try to push numbers at you and give you structures and portfolios that have worked for countless others in the past. Not us. We know that each client is different so we tailor each portfolio to you.

3) We stay connected.

As the Greek philosopher Heraclitus said "The only constant in life is change." This is why we believe it is so important to stay connected with you, whether that be through our quarterly check ins, monthly newsletters, monthly blogs, or our daily Facebook posts. Have a question that can't wait until our next meeting? Call or email us and you will get a response within 24 hours. Change might be constant, but you can count on us to be there with you, every step of the way. 

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