KW Wealth
Management
Proudly Serving Sacramento and Beyond
KW Wealth Management is a boutique fiduciary wealth manager based in Sacramento, California. As a fee-only fiduciary, we receive no commissions or referral fees for any of the solutions we recommend.
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We provide clients with comprehensive financial planning and investment management expertise to high net worth individuals and families at all stages of their lives. Successful business owners, professionals, and the extended families of clients, come to us for our deep investments expertise, personalized service, and integrity.
Exceptional Wealth
Stewardship
We are a wealth management boutique that is committed to exceptional wealth stewardship and the fiduciary standard. Because no one investment strategy fits all, we work with individuals and families to understand their unique goals, risk tolerance, and other circumstances.
We built our firm so that both financial planning and investment management are done in-house. Our in-house boutique model means that from initial client onboarding to ongoing portfolio management, clients have one consistent and deeply knowledgeable resource who knows them and their investments. This holistic approach also helps to reduce unnecessary outsourcing costs and excess fees as much as possible for our clients.
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