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Investment Management

Investment Management

Annual fee of .9% AUM, billed quarterly, in advance

What's your Risk Number?

What's your potential for building and maintaining wealth?

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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

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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.

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