top of page
couple-california-hills-picnic-min.jpg

Build and protect your wealth

Personalized financial planning and customized investment portfolios to help grow and preserve your wealth

Deep Investments Experience

Serving high net worth individuals in greater Sacramento and beyond

Kimmy Wan is a financial planner and investment manager with decades of experience serving individuals and families in greater Sacramento and beyond. Founding KW Wealth Management allowed her to deliver the type of client experience that the firm is known for—built on trust, transparency, and deep investments expertise.​​​​

Photo of a group of hikers in California mountain setting

How we help

Financial Goal
Setting

Budgeting and
Cash Flow Analysis

Retirement

Planning

Investment
Management

Tax

Planning

Aerial View of River

Each client has unique financial needs. Schedule a consultation with us and take the first step towards building and protecting your wealth.

KW Wealth Management
2377 Gold Meadow Way

Unit 100

Gold River, CA 95670'

​

​

  • Facebook
  • LinkedIn

KW Wealth Management LLC is an SEC registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where KW Wealth Management, LLC and its representatives are properly registered or exempt from registration. No advice may be rendered by KW Wealth Management, LLC unless a client service agreement is in place.

​

Nothing herein should be considered investment advice or an offer to buy or sell securities.  All investments involve risk, including the loss of the entire principal amount invested.  Past performance is not indicative of future results. KW Wealth Management does not provide tax or legal advice.

​

This website is solely for informational purposes and may contain data, links or other content from third-parties. Although KW Wealth Management only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.

​​

​Quick Disclosure Links: 
​

General Disclosures and Terms of Use  |  Form CRS  |  Form ADV  |  Privacy Policy   

| Blog Disclosures  |  Social Media Disclosures

​​​​​​

​​​​​​

Copyright © 2025  KW Wealth Management. All rights reserved.

bottom of page