KW & Associates
We’re committed to helping you work through issues and identify potential opportunities. We can help you evaluate your choices for difficult decisions you may have been avoiding, perhaps trading off one goal for another, depending on your priorities and investable income. The team aims to always communicate closely with you, and help you establish realistic expectations as we review the potential risks as well as the potential rewards of each goal with you. We work as a team so that you may benefit from the knowledge and insight of our entire group.
You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.
CDFA®, CFP®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
