Process-driven results
As your family’s Personal CFO, we offer authentic and trustworthy financial advice and asset management services.
We build relationships through shared values and trust built on transparency. We believe successful wealth management begins by embracing openness and honesty to keep everyone aligned and working together toward a common purpose.
Our approach to your situation is unique, involved, and thorough. We desire to work with families and individuals who will enjoy and benefit from our approach to investing.
How We Work with Clients
Open
We aren’t afraid to have hard conversations with our clients. Part of being your trusted advisor is steering you back on course when we see you making choices that aren’t in your best long-term interest.
Honest
Transparency is at the center of our client relationships. We use process-based reasoning for every decision we make on your behalf, and you’ll always be informed of the progress toward your financial goals.
Authentic
Relationship informs every part of your financial decision-making; we treat our clients like people, not numbers. We get to know you so we can help you make the best choices for yourself, your family, and your community.
Koa Wealth Management® has selected Charles Schwab & Co., Inc. (“Schwab”)
as primary custodian for our clients’ accounts.
By using Schwab as primary custodian, Koa Wealth Management has access to a wide range of products and services that help us serve our clients, including:
Wide array of investment account types including retirement accounts, charitable giving, and education accounts.
Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.”
These materials have been independently produced by Koa Wealth Management. Koa Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently