General Disclosures and
Terms of Use

​Important Disclosures

 

KW Wealth Management, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Advisory services are only offered in those states in which we are registered or qualify for an exemption from registration requirements. Our website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information.

​

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. The tax and estate planning information offered by KW Wealth Management LLC is general in nature. It should not be construed as legal or tax advice. Always consult a qualified tax, accounting, or legal professional regarding your specific situation.

​​

For information pertaining to the registration status of our firm, A copy of our firm’s current written disclosure statement discussing the firm’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov and can also be accessed through our website page regarding Form CRS and ADV 

​

Terms of Use

 

Please read these terms and conditions of use (“Terms”) carefully before using the website located at https://kwwealthmanagement.com (“Website”) or any of the information or services provided by KW Wealth Management, LLC (collectively “the Firm”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by KW Wealth Management in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

The publication of our web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by the Adviser with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

​

The information provided on this site is for informational purposes only and:

• Does not constitute tax, accounting, or legal advice

• Is not an offer, solicitation, or endorsement of any company, security, fund, or other investment

• Should not be considered personalized investment advice nor relied upon as the sole basis for making financial decisions

 

​​This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

The opinions expressed by our firm, or its supervised personnel herein are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Our firm has presented information in a fair and balanced manner. All third party articles, blogs, content and links are reasonably reliable and does not contain untrue statements of material fact, or misleading information, consider that some content may be dated.

​

These Terms were last updated on December 1, 2025.