KW Wealth Management

08/27/2026

KW Wealth Management Newsletter - The Headline isn't the Decision. What you do next is!

The Headline Isn't the Decision. What you do next is.Every week, there seems to be another headline telling us something has changed.Meta settles a massive lawsuit. New tax breaks come out. The Fed debates interest rates. Social Security rules change. War or no war? Tariffs or no tariffs?There is al...

06/30/2026

SpaceX is no longer just a rocket company — it’s shaping the future of AI, connectivity and investment opportunities. 🚀💡 Read Kimmy Wan’s latest breakdown of what SpaceX going public means for investors, risks to watch, and smart ways to position your portfolio.

Read more: https://wix.to/xAwUQrQ

Photo from https://www.spacex.com/Written by Kimmy WanSpaceX is no longer just a rocket company.Founded by Elon Musk in 2002, it built the most-used rocket in the world and created Starlink, a satellite network delivering internet service to homes, businesses, and remote areas across the world. For....

04/06/2026

Retirement Planning Tips: What Thousands of Retirees Taught Me (No One Tells You This)

02/07/2026

Silver attracts a lot of hype. Sometimes the most important research is figuring out what not to buy.

Silver's rise was impressive. And now its fall — along with those of other precious metals — is breathtaking.

02/02/2026

At , clients may earn of up to 3.14%* on uninvested cash balances 💰 Can your bank or match that? Compare brokers: https://ibkr.com/inttsf

*Rates are subject to change.

02/02/2026

Youth sports spending has surged into a $40B industry. For many families, it’s a real financial commitment.

How do you decide what’s an investment versus pressure and balance your kids’ passions with long-term family financial health?

Curious to hear your thoughts.

Youth sports in America have become a massive business, with families now spending an estimated $40 billion a year on travel teams, coaching, and training. W...

12/24/2025

Wishing you a joyful holiday season and a healthy, peaceful, and prosperous New Year 🎄✨

Kimmy Wan
Founder & CEO
KW Wealth Management LLC

KW Wealth Management is a wealth management boutique based in Sacramento, California. We offer fiduciary financial planning and investment management services to individuals, families, and business owners at all stages of their lives.

11/26/2025

He saw a need. He took action.
Real difference is shown, not spoken.

11/26/2025

KW Wealth was founded on one guiding mission: to make a difference for our clients and to extend that difference into our community. This week, our intern Ian lived that mission fully.

With $53, ten miles on foot, and a week of effort, he collected nearly 400 pounds of food after seeing on the local news that food bank shelves were running low due to SNAP cuts. No reward. Just action. This holiday season, KW Wealth will stand behind him with an additional donation.

Because the real difference we make isn’t spoken it’s shown in our actions.