Caltech Client Event

KWM is dedicated to helping clients gain insights and comfort with their financial affairs. Keeping clients engaged is a top priority.

Each January, KWM clients gather for our annual client economic forum breakfast at Caltech’s Athenaeum. Clients hear KWM Partners Mitchell, Kenneth & Lee provide a state of the economy accompanied by a variety of renowned financial and non-financial guest speakers.

Interested in attending a future event? Please call Kelly Smith, Administrative Assistant, at (626) 795-6874 or email her at


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.