Mission
For over 20 years, we’ve been empowering clients by helping them take control of their financial lives.
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Our Goals
At KWM, our primary goal is to forge lasting relationships and guide our clients toward achieving their financial aspirations. We focus on personalized strategies for wealth preservation, risk management, and multigenerational wealth transfer to ensure a secure financial legacy.
1 To build healthy relationships
At KWM, we prioritize building strong, healthy relationships with our clients. We focus on understanding their values and aspirations, fostering a partnership based on trust and open communication. Our team is committed to being accessible and responsive, ensuring a foundation of mutual success.
2 Assist clients in meeting their financial objectives
KWM is dedicated to helping our clients achieve their financial goals through customized solutions. Our strategies are designed to optimize returns while considering individual risk tolerances and investment timelines. We leverage in-depth market analysis to guide our clients towards financial success.
3 Introduce clients to strategies on reducing market risk
KWM focuses on safeguarding our clients’ investments against market volatility with strategies that minimize risk. We utilize diversified asset allocation and principle protection to stabilize portfolios, tailoring our approach to each client’s risk appetite to ensure their wealth is protected.
4 Second Generation Wealth Management
We emphasize second-generation wealth management, aiming to preserve and enhance wealth across generations. Our services include estate planning and wealth transfer strategies, designed to secure a prosperous legacy for our clients’ future generations while minimizing tax implications.
Mission
At KWM, we are committed to servicing our clients with tailored strategies that are customized to client’s situations. We strive to deliver the best possible solutions according to each client’s individual goals. We work with the best partners and custodians in the industry to deliver the best services and experience.
Market Experience
KWM has been around for the past 20 years. The principals started with Morgan Stanley and UBS. KWM was founded in 2005, after it was decided to strive for a better client experience outside of the brokerage industry.