Keun S. Kim
Managing PartnerKeun S. Kim has been president of KWM, LLC., a RIA registered with the state of NJ and NY since November of 2004. He has been working with high net worth individuals and institutions on complete asset and wealth management solutions. KWM, LLC has a strategic relationship with TD Ameritrade institutional and Pershing to provide secure custodian and back office services to its clients. Prior to starting KWM, LLC, he was a financial consultant to high net worth individuals and commercial banks at Morgan Stanley and UBS Wealth Management. At Morgan Stanley and UBS, he was selected as the top of his class and selected to receive advanced wealth management training at the firm’s headquarters.
One main focus of KWM, LLC business practice is helping business owners minimize their tax liabilities through efficient pension plan design. Keun Soo works directly with the employer and qualified TPA's to design a plan that optimizes the tax benefits to the employer, while giving back benefits back to the employees.
Keun Soo attended Rutgers University and graduated with a degree in economics. He also attended Yonsei Universities international economic program from 1998-1999. Keun Soo currently resides in Edgewater, NJ with his wife Jiyeon. In his spare time he likes to workout at the gym and train in martial arts.
Ryan Lee, CFP®
Senior Financial AdvisorRyan is a seasoned Certified Financial Planner professional with an impressive track record in the wealth management industry spanning from 2000 to 2021. Over the course of his career at esteemed institutions such as Citigroup, Merrill Lynch, and Fidelity Private Wealth, Ryan dedicated himself to assisting high net worth individuals and business owners in constructing robust financial plans.
A Southern California native, Ryan holds a B.A. in Social Science from the University of California Irvine. Beyond his professional achievements, he has actively served in various capacities within non-profit organizations and the Korean-American community, offering invaluable financial strategy, tax reduction strategy, and investment planning assistance. Residing in Montville Township since 2000 with his family, including two daughters, Ryan is not only a dedicated professional but also a well-rounded individual with a passion for golf, drums, and snowboarding.
Raymond Kim
Estate / Trust AttorneyRaymond serves as outside General Counsel for Klimax Wealth Management. Additionally, Raymond is the founding partner of RK Legal. In this role Raymond seamlessly blends legal expertise with a personalized approach, providing clients with tailored solutions for safeguarding and distributing their wealth and values for future generations
A distinguished alumnus of Binghamton University where he majored in Philosophy, Politics, and Law, he later pursued a Juris Doctor from Rutgers School of Law. During his time at Rutgers, he was recognized with several awards including the Marshall Brennan Constitutional Law Fellow, Dean’s Pro Bono Award for Exceptional Service, and the Horace & Kate King Wu Public Interest Fellow, showcasing his dedication to the legal field and community service.
Beyond his corporate engagements, Raymond has been an active member of various councils and associations, fostering diversity, equity, and inclusion in the community. His tenure as a director at the Asian Pacific American Lawyers Association of NJ, Asian Pacific American Lawyers Association of NJ Foundation, and The AAPI Foundation underscores his commitment to supporting the broader community.