A complete list of active advisors currently associated with Kwma

Warmer can help you find a great advisor at Kwma or one who fits your needs even better.

KWMA provides investment advice and planning to individuals, trusts, estates, charitable organizations, and business entities. Services listed in the brochure include ongoing wealth and portfolio management, one‑time comprehensive financial and retirement plans, and hourly financial consulting for personal and business matters. The firm uses firm‑created model portfolios and a disciplined, active, diversified approach guided by a written investment policy statement and periodic rebalancing. Investment analysis spans fundamental, technical, quantitative and qualitative methods, and the firm may employ strategies such as options (including covered calls), warrants, and crypto exposure, with margin or other higher‑risk strategies used only with separate client consent. Noteworthy features relative to peers include a periodic client newsletter published at no charge and a menu of stand‑alone offerings (hourly consulting and retirement‑only plans) in addition to ongoing management. The firm’s principal brings prior military service and multi‑year experience at a large financial services firm, and the adviser manages roughly $2.5 million in discretionary assets for a small client base, which the brochure describes as enabling tailored implementation of its model portfolios.

To learn more about the advisors currently working at Kwma, 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.