KW Wealth Management
2377 Gold Meadow Way, Gold River, CA 95670
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
KW Wealth Management is a Registered Investment Advisor located at 2377 Gold Meadow Way in Gold River, California. As a finance institution, we prioritize putting our clients first by creating personalized investment plans and providing guidance through every financial decision. Please note that KW Wealth Management LLC is not a law firm or CPA firm, and our materials are intended for education and information purposes only. If you require legal or accounting services, we recommend seeking out a qualified professional. Past performance is not a guarantee of future results, and all investments carry the potential for loss. For more information, please visit our website or contact us for a copy of our Form ADV or individual securities licenses and disclosures.
Reviews
"Kimmie is by far, heads above any financial planner I've ever worked with. Her knowledge of the market and her detailed understanding and delivery of financial information is remarkable. She's the best."
"Kimmy cares and it shows. She is very dedicated and she loves what she does. That's why she is a very good financial advisor."
"No other financial adviser will give you better personalized service. She is a rare commodity in an otherwise predatory field. I trust her completely to look out for the financial well being of my whole family. She is fabulous at working with and teaching my two adult boys the intricacies of financial planning and investing. I have been with her for over 15 years and I highly recommend Kimmy!"
"We met with Kimmy a year before I was to retire. That was about 10 years ago. I was initially impressed and decided to go with Kimmy to manage our retirement. As the years have past, the one thing I know is that Kimmy will manage your finances with your shared goals as if it was her money. What’s important to know is Kimmy is committed to you, the investor. And, as intelligent as she is with investing, she is an amazing and wonderful person. We have met her husband and son and such a wonderful family they are. If you are looking for someone that really cares about you as a person and also is an excellent financial advisor, Kimmy Wan is your best choice."
"Kimmy has broad knowledge of investment strategies. She is specialized in building diversified portfolio to meet client's unique needs and long-term financial goals. She is passionate about her work and I am impressed by her diligence. She is the one I can trust, very professional and responsive, and help me feel secure in my financial situation. I would highly recommend her."
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