At KWA Investments, we integrate four core services: portfolio management, comprehensive financial planning, estate planning, and tax planning into a unified approach designed to grow and protect your wealth.
Our approach combines deep listening with disciplined execution. We begin by understanding your unique goals, risk tolerance, and life events. From that foundation, we craft a customized financial plan and actively manage your portfolio—leveraging stocks, options, and tax-efficient strategies. Through regular reviews and open communication, we adapt to market shifts and life changes, ensuring your strategy remains aligned with your objectives.
We listen to your goals, assess your risk profile, and map out your financial picture. This session lays the groundwork for a plan tailored to where you are, and where you want to be.
Based on our conversation, we construct a diversified mix of high-quality stocks and covered-call options. Every holding and option overlay is selected to balance growth, income, and risk according to your needs.
We charge a flat percentage of assets under management with no commissions. Our rate decreases as your portfolio grows, ensuring our incentives remain aligned with your success.
We schedule at least two formal reviews each year, supplemented by timely updates via letters and blog insights. You also have direct access to our team whenever you have questions or concerns.
Absolutely. We encourage ongoing dialogue, whether via phone, email, or video call, so you always feel informed and confident in your financial plan.
Guiding your financial journey with pilot precision and tailored tax planning.
