top of page

Complimentary Discovery
Call Request

If you are interested in learning more about our firm, please provide the information below. We'll schedule a complimentary "Discovery" call to help you decide if KW Wealth Management is a good match for your needs.

Do you have a financial advisor now?
Please select the range that best describes your investable assets (including those in retirement)?

The information you provide is voluntary and will be used solely to help us determine whether our services are a good fit for your needs. We do not sell or share this information with third parties. Please do not include account numbers, Social Security numbers, or other sensitive personal identifiers.


By submitting your information, you confirm that you have read and agree to our Privacy Notice.

Office

2377 Gold Meadow Way, Unit 100
Gold River, CA 95670

Phone

916-758-9218

KW Wealth Management

Client Portal

Connect

  • Facebook
  • LinkedIn

KW Wealth Management
377 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