Skip to main content
menu
  • Home
  • About
    • How We Work
    • ABOUT JUSTIN
    • Our Philosophy
  • Services Offered
    • Investment Management
  • Resources
    • Useful Articles
  • Contact
    • Schedule a call or meeting

  • Learn More Contact Us

Useful Articles

Professionally dressed man and woman looking at a tablet
May 10, 2022

Why Financial Professionals Are Still Important

Hands holding a small wrapped present
Apr 16, 2022

Charitable Giving: Doing Your Due Diligence

Mar 18, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Mar 1, 2022

Understanding Tax Scams

Yellow Volkswagen van on road in desert
Feb 15, 2022

Using the FIRE Movement to Gain Financial Independence

Man cleaning floor in restaurant
Feb 2, 2022

Retiring as a Small Business Owner

A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Jan 18, 2022

How Habits can Impact Your Finances

Jan 4, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

coins in a cup with growing plant
Dec 21, 2021

What are the Benefits of Saving Early?

Woman in a suit holding a piece of paper. She is in an office setting.
Dec 10, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Nov 23, 2021

The Basics of Keeping a Balanced Investment Portfolio

A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Nov 9, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Pagination

  • Current page 1
  • Page 2
  • Next page Next ›
  • Last page Last »

 

What's your Risk Number?

 

What's your potential for building and maintaining wealth?

 

Schedule a Call or Meeting

 

Contact Us

About Us

KWM is a fiduciary and fee only financial advisor. We offer investment management, financial coaching, financial planning, and hourly project based services.

Contact Info

603-288-1071
info@gotokwm.com

Get in Touch

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by KWM Financial, LLC), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

KWM Financial, LLC is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise KWM Financial, LLC, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

A copy of our current written disclosure statement (ADV Brochure) discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.

 

ADV part 2 | Privacy Policy

© 2025 KWM Financial, LLC All rights reserved.