Personal Wealth
With 25+ years of experience, KWM offers personalized wealth management, keeping clients financially on track.
Get in Touch
Your time is your biggest asset. KWM has been guiding clients for over 25 years so you so they can focus on what is most important. It gives clients the confidence and peace of mind that they are on financial track.
We will sit down with our clients and craft a customized approach to the individual needs. The plan will always take into consideration the clients short and long term goals, and evolve as there are life changes or transitions.
KWM works with the best in class institutional wealth custodians as well as brokers in alternate asset classes to bring alternative access to all clients.
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.