Dedicated to Serving You

At KWM, our mission is to help clients feel more confident with their finances. Extraordinarily personalized, objective guidance and management are the cornerstones of KWM, with over 35 years of experience helping clients work toward their financial objectives.

Many people find that having an independent advisor can provide financial confidence by clarifying economic complexity, navigating through turbulent markets and providing a buffer between them and the market.

We combine the personalized communication and responsive service of an independent local practice with the acclaimed resources of a respected powerhouse – Raymond James – to provide what we believe is the best of both worlds. Our independence allows us to provide specific investment recommendations without any exclusive affiliations to sway our focus from keeping your needs first. It also allows us to take a comprehensive approach that views investments in the context of your overall financial picture.

KWM Wealth Advisory focuses on delivering an objective, long-term “client-first” advisory relationship that can help:

  • Simplify and organize your finances
  • Define and pursue your financial objectives
  • Review and respond to economic changes
  • Solidify confidence in your financial future

Our Guiding Principles

  • As independent advisors, we are able to focus on addressing our clients’ needs through a needs-based planning approach. This structure allows us to offer guidance without reliance on proprietary products, enabling us to tailor strategies to help address our clients' needs. KWM is committed to acting in the best interests of its clients.

  • KWM is committed to maintaining high standards in all that we do. This is demonstrated through a consistent focus on self-development, service, high standards and a client-first approach that emphasizes client needs.

  • We seek to accomplish this through making a positive difference in peoples' lives. This has been accomplished through a devotion to helping clients achieve confidence and control over their financial future, giving us a sense of purpose and accomplishment.

  • Direct and sincere communication with clients is the foundation of KWM.

Always here for you
Contact your team

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. KWM Wealth Advisory is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.