Portfolio Management and 401K services

 

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).

 

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

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