What makes us Different

It is the best of both worlds. As independent registered investment advisors utilizing the Wells Fargo Advisors Financial Network (WFAFN) platform, we can access a comprehensive array of tools, research, and investment solutions to help meet all our client’s financial needs. Yet as independent contractors, we have an “arms-length” relationship that supports our delivering solutions with complete objectivity.

What makes our solutions different

There are three factors that make our solutions different

Risk Management

A primary focus of our practice. We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.

Personalized Service

Like other wealth management providers, we execute upon a service model that delivers a great client experience. What differentiates our approach is personalized service that strives to address service issues before they arise.

Comprehensive Process

Our comprehensive four step process is based on our deep discovery that goes well beyond the more superficial industry requirements. This helps us "see the world through your eyes" to assure your needs are continually placed first.

Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”

helping our clients

Over 35 Years

For over 35 years we have been helping our clients achieve a life well lived. As you seek a trusted source for your financial advice, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.

Advisory accounts are not designed for excessively traded or
inactive accounts, and may not be suitable for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

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.