The KWM fourfold approach to help you build your investment plan begins with:

The most important step in the process: KWM strives to thoroughly understand your objectives and concerns with the goal of seeing the world through your eyes. This deep discovery goes well beyond the more superficial industry requirements and helps assure that your needs are carefully considered.

With your priorities clearly defined, your KWM team develops solutions to most effectively address and achieve your objectives.  Solutions are then collaboratively discussed in a candid setting where your plan is further refined to best meet your current needs and future goals.


A plan is most successful with timely, effective, and transparent implementation. Your process will involve context, to promote a clear understanding of how each action enhances your strategy. KWM combines wealth planning experience with extensive institutional resources to effectively implement your customized plan.


KWM is an independent advisory and management firm with no exclusive affiliations with any one investment company to sway our focus from keeping your needs first and foremost.

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.