We discuss what prompted you to reach out, the decisions on your mind, and what you would want from an advisory relationship. You can ask questions and decide whether KWIX feels like the right fit.
No. The first conversation can begin with the question that matters most. Statements and other documents can be gathered later if you decide to move forward.
An advisory relationship begins only after the services, responsibilities, fees, and terms have been explained and both parties sign a written agreement.
KWIX is a founder led firm built around personal relationships and connected planning. Instead of treating investments, taxes, retirement, business, and family decisions as separate problems, we look at how each choice affects the rest of your life.
Yes. Kwaku Robinson is the founder and the person clients work with throughout the planning relationship.
KWIX works with business owners, people preparing for retirement, retirees, families, and professionals who want their financial decisions organized in one plan.
KWIX is based in North Salt Lake and serves households across Utah. Virtual planning may be available in other states where KWIX and its representatives are appropriately registered, excluded, or exempt.
Planning may connect cash flow, debt, investments, retirement income, Social Security, Medicare, taxes, insurance, real estate, estate coordination, and business decisions. The work is shaped around the decisions that matter to you.
Investment decisions are considered alongside goals, time horizon, taxes, cash needs, risk, and upcoming life changes so the portfolio has a clear purpose.
No. KWIX can identify planning questions and coordinate information, while your qualified tax or legal professional provides tax advice, prepares returns, or drafts legal documents.
Clients can use the secure RightCapital planning portal linked from the Client Login page. Sensitive account information should be shared only through the secure methods provided by the firm.
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