OUR SERVICES

Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you.

 

Take a look at the list of my services below, and contact me if you have any questions or special requests.

Financial

Planning

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

Portfolio Management Services

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)

916-758-9218

2931 Land Park Drive

Sacramento CA 95818

2377 Gold Meadow Way, Unit 100

Gold River, CA 95670

Follow us on social media!

  • Facebook Social Icon
  • Black LinkedIn Icon
  • Yelp Social Icon

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