KWM focuses on delivering a superior, objective, long-term “client-first” advisory relationship that can help:

  • Simplify and organize your finances
  • Define and achieve your financial objectives
  • Review and respond to economic changes
  • Solidify confidence in your financial future.

Guiding Principles

As independent advisors, we are able to focus on meeting the requirements of our clients through an unbiased needs/solutions approach. This structure allows us to avoid proprietary pressures in order to customize the best possible solutions to address our clients' needs. KWM puts the interest of clients first.
KWM is committed to an an uncompromising adherence to excellence. This manifests through a constant focus on self development, service excellence and a client-first approach that places client needs first and foremost.
The focus of KWM is about making a positive difference in peoples' lives. This has been accomplished through a devotion to helping clients achieve confidence and control over their financial future, giving us a sense of purpose and accomplishment.
Direct and sincere communication with clients is the foundation of KWM.

Despite market volatility and economic uncertainty, clients can achieve their financial objectives and enjoy a “Life Well Lived.”

Driving KWM's client-first focus

KWM believes in comprehensive investment planning and long-term client relationships.
KWM believes there is a service crisis in this country, and are committed to being responsive and available to our clients.
KWM believes in maximizing investment returns consistent with minimizing risk, according to each client’s unique needs and risk tolerance.
KWM believes in an integrated comprehensive approach to investment planning, as a more effective way to address client objectives; investment planning in the context of tax planning, estate planning strategies, and risk management.
KWM believes and makes it a priority to support social causes to help elevate people from all walks of life.

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.