OUR SERVICES

Financial

Planning

We offer flat fee financial planning in the areas of investment, taxes, retirement, insurance, and much more.

We offer customized portfolio management for individual and institutional clients based on client's goals, time horizon, and risk tolerance.

We also work closely with business owners to manage their 401(k) plans and the fiduciary liability associated with it.

Corporate

 buy

or sell Advisory

Through CBC Securities Inc, we have an elite team of Registered Investment Bankers to help entrepreneurs, small and mid- size companies through the entire deal process in acquisition, merger, recapitalization, underwriting, private placement, and equity or debt financing solutions. 

(Services are available in English and Chinese)

Portfolio Management Services

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