KWM is dedicated to helping clients gain insights and comfort with their financial affairs. And keeping clients engaged is a top priority.  We host unique events throughout the year that are educational and entertaining.


Fireside Chats: KWM hosts periodic intimate, roundtable dinners that feature notable guest speakers to keep client’s apprised of current market events.

Annual Client Economic Forum and Breakfast: Every January, KWM clients gather for our annual client economic forum and breakfast at Caltech’s Athenaeum. Clients hear Mitchell Kauffman provide a state of the economy and a variety of renowned financial and non-financial guest speakers are showcased.

Annual Client Appreciation Dinner: One of our most popular events, KWM’s Client Appreciation Dinner is our way of saying “thank you” for our client’s trust, confidence and loyalty. Client’s are treated to an evening of fine dining, entertainment and camaraderie at a local award-winning restaurant.

KWM @ Events: KWM @ event series held at notable Los Angeles museums and educational institutions.

Interested in getting started? Please call Kelly Smith, Administrative Manager, 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.