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KW Wealth Management is neither a law firm or CPA firm. If you have questions concerning the meaning or application of a particular tax law, please consult with an attorney or a CPA who specializes in this area. 

Based in California

KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.  

A copy of the firm’s Form ADV is available through the SEC’s website at www.adviserinfo.sec.gov. Individual securities licenses and disclosure are available through https://brokercheck.finra.org, or upon request.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss.

 

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