Independent by Design to Redefine Wealth Management
At Kitashima Wealth Advisors (KWA) we believe in the old adage, money doesn't truly bring happiness.
To us “Wealth” is always to be interpreted by the individual and every client that walks through our doors has the right & capability of being “wealthy” or having a state of abundance that is not limited and tied solely to your net worth like many other financial advisors believe.
In our view, it is no coincidence that we have maintained relationships with some of our clients for over 30 years all the way from when they were first starting to save, up to and through retirement and all the way to the finish line.
Every client of ours is treated with the same respect that we’d want ourselves. We have no distinction or segregation of how much money you have rather the only thing that we ask of a potential new client is that they exude the qualities that have helped us lead clients to success and that is being communicative about goals, open to new ideas, exudes accountability, consistency and is a team player. If you fit these qualities then please get in contact with us so we can get working on your personal definition of wealth and financial prosperity.
Helpful Content
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
Retirement Strategy After a Job Loss
Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
View all articles 
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
College Savings
See how much you may need to save now to cover future college costs for your child.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators 
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.