Your investment portfolio and plan should be highly customized. KWM Wealth Advisory works with you to gain an understanding of your long-term investment objectives, risk tolerance, liquidity needs, legacy goals, and investment time frame.

Client portfolios are diversified across asset classes, including fixed income, cash, equities and alternatives. Using an open architecture approach, KWM incorporates multiple asset managers, with a focus on developing an efficient strategy. A variety of vehicles, such as individual securities, mutual funds, exchange-traded funds (ETFs) and separately managed accounts, can be implemented as appropriate.

When developing your customized investment portfolio, our goal is the same as yours – to provide you with tools for your investments to work towards your family’s financial objectives.

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.