KW & Associates
As a team, we’re dedicated to helping clients reduce the stress and complexity of managing their wealth. With two experienced Wealth Management Advisors and a pair of knowledgeable Registered Wealth Management Client Associates, we offer a seamless blend of strategic planning, disciplined investment management, and thoughtful, human‑centered guidance. We believe great wealth management is as much about understanding people as it is about understanding markets, and we’re here to provide clarity, calm, and personalized and appropriate solutions for retirees, pre‑retirees, busy families, divorcees, and anyone seeking a trusted resource in their financial journey.
We are guided by the belief that wealth management should feel personal, intentional, and grounded in a deep understanding of each individual we serve. Every member of our team shares the same commitment: to deliver institutional‑caliber planning and investment strategy with the warmth, attention, and responsiveness clients deserve. We dive into every detail; financial, emotional, and strategic, to build efficient, risk‑aware portfolios tailored to life's complexities. And because life and markets can be unpredictable, we place just as much importance on behavioral coaching and clear communication as we do on numbers. Together, we strive to be the steady, trusted partners our clients can rely on in every season.
Join us for a monthly conference call where we provide timely insights into capital markets, economic trends, and investment strategy updates amid ongoing volatility. Our goal is to help keep you info...
CDFA®, CFP®, CIMA®, 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.
