top of page

Blog Disclosures

The commentary on this website should not be regarded as a description of advisory services provided by KW Wealth Management, LLC or performance returns of any KW Wealth Management, LLC client. The information provided is for general and educational purposes only and is not intended to provide legal, tax, or investment advice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. The views reflected in the commentary are subject to change at any time without notice. It's important to note that this information is based on current understanding and can change. For the most accurate and up-to-date information, it's recommended to consult a financial advisor, legal, or tax professional.

​

Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. KW Wealth Management, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.​

​

This disclaimer is a general statement and may not cover all the specific disclaimers from the sources used. For detailed disclaimers, you should refer to the sources.

​

Footer

KW Wealth Management
377 Gold Meadow Way

Unit 100

Gold River, CA 95670'

​

​

  • Facebook
  • LinkedIn

QUICK LINKS​​
​

Client Login

​

About Us

​

Founder Bio

​

Financial Planning for Individuals

​

Financial Planning for Business Owners

​

Investment Management

​​​​

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