KWIX Planning & Wealth is an independent financial planning and wealth management firm based in Saratoga Springs, Utah. Founded by Kwaku, who brings experience from Fidelity Investments, the firm serves Utah County and clients across Utah, as well as clients elsewhere in the United States where permitted. KWIX helps individuals, families, business owners, and real estate owners bring financial decisions together in a coordinated plan.

Its services include financial planning, investment management, retirement planning, tax and estate coordination, insurance and risk review, and planning around Social Security and Medicare. The firm addresses practical concerns such as cash flow, debt, savings, owner compensation, taxes, reserves, and major purchases. Its retirement guidance covers preparation and income planning in retirement, including the timing of Social Security and Medicare decisions.

KWIX’s process starts with an introductory call, followed by discovery, analysis, plan design, recommendations, implementation, and ongoing planning. The website also offers educational planning scenarios, articles, FAQs, and free tools for exploring investment risk, Social Security claiming ages, debt payoff, and retirement readiness.