KWB is dedicated to developing long-term relationships with our clients, and to that end, we make every effort to keep our clients informed of current market trends, investment options and financial strategies. Some of the ways we keep in touch with our clients on a regular basis, include:
A group setting is an excellent way to learn the basics. KWB provides educational workshops for everyone from large employee groups to small investment clubs interested in learning the fundamentals of investing. These workshops are conducted in an informal and friendly environment that facilitates learning and affords attendees the opportunity to get acquainted with KWB and our Wealth Managers.
Often the best way to realize your goals is to have a guide or coach who will help you identify your specific needs, desires, and dreams. Your Wealth Manager will then work with you to develop your path to financial freedom and stick with you every step of the way. We get to know you – and that helps us help you acquire the tools you need to begin securing your financial future.