CKW Wealth Management is a team of skilled financial professionals who collaborate with our clients to guide them on their financial journey. Our all-encompassing holistic approach takes your goals and dreams, and integrates them with financial planning, tax planning, and investment management.
Our group is comprised of CERTIFIED FINANCIAL PLANNER™ practitioners, Accredited Investment Fiduciaries®, Certified Public Accountants and dedicated client support specialists. Working with individuals, families, executives and businesses, we develop comprehensive tax-smart custom strategies to help guide you toward achieving your financial goals. We develop lifelong friendships and partnerships with our clients, so as your needs change and the financial landscape around us shifts, we adapt your plan, striving to grow and help keep you on your path.
We are fortunate to be independent financial advisors. This means that we do not affiliate with a specific bank, insurance company, or product line. On the contrary, being part of an independent broker dealer allows us to represent our clients in pursuit of the most appropriate and highest quality strategies the marketplace has to offer. Whether it's risk management, investments, education planning, or simply consultative advisory work, we are able to deliver whatever fits your needs.