A complete list of active advisors currently associated with KW Wealth Management LLC

Warmer can help you find a great advisor at KW Wealth Management LLC or one who fits your needs even better.

KW Wealth Management provides ongoing portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, corporations and 401(k) plans. The firm manages roughly $122 million across about 80 client relationships and generally requires a higher account minimum for new advisory accounts. The firm implements individualized Investment Policy Statements and typically manages accounts on a discretionary basis, pursuing a long-term trading orientation while employing a wide mix of analytical techniques (charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis). It uses an independent custodian for custody and fee calculation and delivers regular portfolio monitoring and quarterly reporting to clients. A distinctive feature is its pension consulting offering, which includes creating written pension plans, recommending money managers and monitoring plan investments—services that are uncommon among similar independent firms. The brochure also discloses that firm personnel hold broker-dealer and insurance licenses and may offer commissionable products (a potential conflict that is disclosed), and the firm provides free financial education content and accepts a broad range of investment types, including precious-metal ETFs, private placements and non-U.S. securities.

To learn more about the advisors currently working at KW Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.