At KWA Investments, we limit our client roster so every relationship receives dedicated attention. Your goals drive our agenda never quotas or product pushes.
We are a boutique investment firm focused on the client rather than business development. Our motto is fewer clients that we can provide exceptional service. Our portfolio’s are actively managed using individual stocks and options designed to enhance cash flow and mitigate risk. We never make commissions for selling financial products. Our pay structure is a fixed percentage of assets under management and the rate goes lower the higher the account value. Our goal is to maximize after-tax returns which is easier to obtain through our active management style and the ability to tax harvest. We take pride in having close professional relationships with our clients while also having strong friendships. Many of our clients have been with us for many years.
We limit our roster so every client receives undivided attention—your goals always come first.
Portfolios built from quality stocks and a covered call strategy designed to reduce volatility and enhance cash flow.
Flat, asset-based fees, no commissions or hidden mark-ups, and rates that decrease as your assets grow.
Proactive tax-harvesting and tailored trade execution to maximize your after-tax returns.
Many clients evolve from professional engagements into lifelong partnerships and friendships.
Access to dedicated estate-planning and tax specialists, ensuring holistic strategies that protect and grow your legacy.
Guiding your financial journey with pilot precision and tailored tax planning.
