At KWA Investments, every client engagement follows a disciplined, four-phase approach. First, we listen, understanding your goals, risk tolerance, and life events. Next, we craft a tailored financial plan that serves as your roadmap.
Provide peace of mind to our clients
Fewer clients so we can provide individualized attention
Focus on client needs and not business development
Actively manage portfolios with a risk management mindset
Create value using options in portfolios
Continuous rebalancing to manage risk
Client communication via blogs and letters
Passion for the investment industry
Bring a competitive mindset to the investment profession
Former division one tennis player
Bring the same competitive nature and perfectionism to portfolio management
Partner with KWA Investments for Tailored Wealth Strategies
