KWM is dedicated to meeting your financial objectives through a comprehensive process, founded on the notion of exceptional performance and service, and honed over 35 years of experience.
KWM balances the personalized service of a boutique company with the large corporate resources of a major financial services powerhouse –Wells Fargo Advisors Financial Network.
Empowering you by developing a wealth management program, tailored to achieve your objectives. (See: The Importance of Having Your “Number”)
A fourfold approach to build your investment plan, which begins with understanding you. (See: Fourfold Process Video)
KWM provides an effective system for potentially building and preserving your assets in the context of investment planning, tax planning efficiency, estate preservation, retirement planning, and risk management.
Despite market volatility and economic uncertainty, clients can achieve their financial goals and enjoy a “Life Well Lived.”
For over 35 years we have helped our clients meet their financial objectives with our client-first, personalized comprehensive services. As you explore options for financial advice, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.