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While our primary function is the analysis of securities and the management of client portfolios, we also assist in retirement, tax and estate planning. We are happy to work with your attorney or tax professional, or we can recommend a team of advisors to assist in your planning needs.

Clients come to KWM for a number of reasons, including:

• Sale of a business
• Not satisfied with existing advisor
• Pension Rollover
• Retirement
• Inheritance
• Death of a spouse

 

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