Portfolio Management and 401K services

 

KW WEALTH MANAGEMENT exists to solve the critical issues facing our clients, both large and small. Our unique approach is not only what differentiates us, but also what makes us successful. We provide a broad range of solutions to help individuals and organizations facilitate change, achieve their vision, and optimize performance and productivity.

 

Portfolio management services include, but are not limited to, the following:

  • Comprehensive Portfolio Management

  • Periodic Reviews 

  • Financial Planning 

  • Investment Strategies 

  • Retirement Planning

  • Cash-flow and Tax Planning 

  • Coordination with other Professionals 

  • Wealth Management 

  • Income Distribution 

  • Estate Planning 

We provide plan sponsors and participants with support and expertise related to their retirement plans. Our unique plan structure offers numerous advantages and administrative efficiencies.

  • Mitigates Fiduciary Liability for the Employer

  • Plan Pays for Audits, Not the Plan Sponsor

  • Effective Use of Economies of Scale to Lower Costs

  • Lowers Administrative Burden

  • Flexibility

  • Strong Partners

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