You live life to the fullest—working hard, setting goals, and following a bigger plan. From your career path to your family life, you survey the journey ahead, evaluate the risks, and seize opportunities for well-deserved rewards.
Do you work with a financial advisor who does the same? At Koa Wealth Management, we believe every driven person deserves a personal CFO. We’ve helped countless clients create a path to success and we’ve been with them—and their families—every step of the way. Through life’s victories as well as life’s turbulent waters, we ensure that our clients feel confident in the plan we build together.
Individualized Plans. Deliberate Actions.
We’ll help you articulate your goals and values to create a strong financial plan that is designed to protect, grow, and transfer your wealth.
Build Financial Strength for Generations.
Koa is a Hawaiian term meaning “Brave.” Elite warriors fashioned their weapons and armor from the Koa tree to earn the distinction, and today we use it to remind us of our roots and to guide our interactions with clients. When you entrust your financial plan to us, we make the commitment to give you honest and objective advice, even when it’s hard to hear.
Are You A Brave Advisor? Join Koa.
We believe successful, brave clients deserve successful and brave advisors. If you are an accomplished and experienced advisor who puts your clients first and wants to help investors earn their success, then Koa may be the right firm for you.
Koa Wealth Management, LLC (“Koa Wealth Management” or the “Firm”) is a registered Investment adviser with its principal place of business in San Diego, California. Koa Wealth Management may only transact business in those states in which it is notice filed or qualifies for an exemption from notice filing requirements.
This website is limited to the dissemination of general information regarding the Firm’s investment advisory services offered to U.S. residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Koa Wealth Management’s website should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment for compensation over the internet. Furthermore, information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Koa Wealth Management. Any subsequent direct communication from Koa Wealth Management with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Koa Wealth Management does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users thereof should be guided accordingly.
For additional information about Koa Wealth Management, including fees and services, send for our disclosure statement as set forth on Form ADV, or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). The Representatives of Koa Wealth Management are also securities licensed by several states with M.S. Howells & Co., an independent broker-dealer. Member FINRA/SIPC. For additional information about the background of this investment professional, refer to FINRA’s BROKER CHECK.
All statements and opinions included on this website are subject to change as economic and market conditions dictate, and do not necessarily represent the views of Koa Wealth Management or any of their respective affiliates. Past performance may not be indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will come to pass. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed.
The Firm does not provide legal or tax advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.
Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory services offered through Koa Wealth Management. M.S. Howells & Co. is not affiliated with Koa Wealth Management. Access to this website is provided for informational purposes only and without any warranties, expressed or implied, regarding the accuracy, completeness, timeliness, or results obtained from any information posted on this website or any third-party website referenced herein.
California Insurance License #0D90160 & 0K77881