As independent financial advisors utilizing the Stifel Independent Advisors platform, KWM Wealth Advisory accesses a comprehensive, institutional array of tools, research, and investment strategies to help address all our clients’ financial needs. Yet as independent contractors, we have an “arms-length” relationship that supports our ability to provide guidance and strategies with complete objectivity.

What Makes Our Strategies Effective:

  • Risk Management Strategies
  • Personalized Service
  • The KWM Process

Risk Management Strategies

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

KWM’s advisory structure is designed to execute upon a service model that delivers an exceptional experience. What differentiates our approach is service that strives to address needs before they arise.

The KWM Process

Our comprehensive four step process is based on our deep discovery that goes well beyond what we believe might be superficial industry requirements. This helps assure we “see the world through your eyes” to assure your needs are continually placed first.

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

For over 35 years we have helped our clients pursue their financial objectives with our client-first, personalized comprehensive services. As you explore options for financial guidance, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program.

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.