As independent registered investment advisors utilizing the Wells Fargo Advisors Network (WFAFN) platform, KWM accesses a comprehensive, institutional array of tools, research, and investment solutions to help meet all our clients’ financial needs. Yet as independent contractors, we have an “arms-length” relationship that supports our ability to deliver solutions with complete objectivity.

What Makes Our Solutions Effective:

  • Risk Management
  • Personalized Service
  • The KWM Process

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

KWM’s advisory structure is designed to execute upon a service model that delivers an exceptional experience. What differentiates our approach is proactive 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 the more 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 achieve their financial objectives and enjoy a “Life Well Lived.”

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

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.