Manage wisely
Understand what you have, how the pieces work together, and which decisions deserve your attention.
Meet the founder
I was born in Ghana and adopted at a young age before being raised in North Salt Lake, Utah. My career in finance began at Fidelity Investments, where I spent my first year helping clients understand and navigate their accounts, followed by two years on the wealth management team.
Schedule a Call
Why KWIX exists
KWIX is built around one idea: people deserve both strong financial resources and a real relationship with the person helping them decide.
My experience showed me the value of strong financial resources, but it also showed me how important it is to have a real relationship with the person helping you make decisions. I founded KWIX because I wanted to serve clients independently and intentionally. That includes the tools I use, the partners I work with, and the way advice is explained and carried through.
My experience as a business owner also shaped the firm. I understand how easily business decisions, household priorities, and family goals can compete for the same time and money. I wanted to build the kind of advisory relationship I would have valued: one place to bring the full picture and work through it together.
That perspective means looking at business, personal, and family decisions together. The goal is not simply to manage separate accounts or answer isolated questions, but to build one plan that supports the life behind all of them.
The meaning behind our mark
Our mark is inspired by Nserewa, an Adinkra symbol from Ghana depicting cowrie shells once used as currency throughout West Africa. It represents wealth, abundance, and prosperity. It reflects our belief that wealth should be managed with intention.
Understand what you have, how the pieces work together, and which decisions deserve your attention.
Create a plan that supports your life today while preparing for retirement, change, and the years ahead.
Connect your financial resources to the people, experiences, and legacy that matter most to you.
The larger purpose