KW Wealth Management
From making strategic investment decisions to developing your financial plan, I'm here to help. Using my expertise and deep understanding of finance and economics, you'll receive real solutions and experience realistic results. Whatever changes you're hoping to make or goals you're trying to achieve, I'll provide you with sound advice and professional guidance every step of the way. Take a look at my site and see all that I can do for you today.
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Kimmy Wan is the most honest and hard-working person I have ever met in her industry.
Kimmy is by far the hardest working financial advisor and wealth manager that I have ever known.
She is fabulous at working with and teaching my two adult boys the intricacies of financial planning and investing.
She's a patient, discerning investment advisor who will listen to and understand her clients to truly customize a portfolio that is in sync with the client's needs and comfort level for investing.
Very caring both as a financial adviser and as a friend.
I am comfortable with the fact that I can just sit back and let Kimmy manage my assets – despite the uncertainty of the stock market.
We consider Kimmy family and would highly recommend her to anyone who wants a financial advisor who will work hard and perform at the highest level.
Kimmy is committed to have her clients’ individual financial needs as top priority and offers a respected and trusted financial planning and wealth management service.
She is specialized in building diversified portfolio to meet client's unique needs and long-term financial goals.
She is extremely knowledgeable & keeps me updated via email and Zoom.
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