At Atwima Wealth, we understand that wealth management is about more than just numbers—it's about creating the life you've envisioned. We specialize in personalized strategies to help you maximize and preserve your assets while managing risks in today’s ever-changing economic landscape.
As a fee-only advisor, our commitment is to provide advice that is impartial and focused solely on your unique needs and goals, free from commission-based incentives or sales pressures.
Empowering Your Financial Journey
Meet Kujo Osei
Kujo Osei, CFA, CPA, is a visionary leader and the founder of Atwima Wealth Management, dedicated to helping clients achieve financial security and success. With extensive experience in investing, financial planning, forecasting, accounting, and taxes, Kujo is known for his strategic approach and commitment to delivering exceptional results.
He brings a wealth of knowledge and a proactive approach to navigating evolving investment landscape and compliance regulations.
Outside of his professional life, Kujo enjoys soccer, football, reading, fitness and wellness, traveling, volunteering, and spending quality time with his family.
Kujo holds a Master’s in Accounting from Northeastern University and a Bachelor’s degree from Worcester State University. He currently serves as the Chief Compliance Officer and Vice President of Finance at Integrity Growth Partners.
Customized Solutions for Every Life Stage
What We Do
At Atwima Wealth, we understand that financial success is not a one-size-fits-all journey. Every client has unique dreams, responsibilities, and priorities that require a thoughtful and tailored approach.
That’s why we take the time to truly get to know you—your goals, your values, and the path you envision for yourself and your family. Whether you’re building wealth, preserving assets, or preparing for life’s big milestones, our strategies are designed to adapt to your needs and deliver clarity in an ever-changing financial world.
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Building and managing your portfolio is about more than picking stocks or funds—it’s about aligning your investments with your personal growth objectives and ensuring they work towards your financial goals. We focus on diversification, risk management, and long-term growth strategies to help you stay on track, no matter how the markets evolve.
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Your retirement should be a time of enjoyment and security. We’ll work with you to create a detailed plan that ensures your savings last throughout your lifetime, accounting for income needs, healthcare costs, and your desired lifestyle. From maximizing retirement accounts to crafting withdrawal strategies, we’re here to guide you every step of the way.
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Taxes can significantly impact your financial health, but strategic planning can reduce that burden. We identify opportunities to minimize your tax liabilities and optimize deductions, credits, and deferrals. Whether it’s through investment decisions, estate planning, or charitable giving, we’ll help you retain more of what you earn.
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Investing in your children’s future is one of the greatest gifts you can give. We provide strategies to help you save for college expenses with confidence, leveraging tools like 529 plans, Coverdell accounts, and other tax-advantaged options. We’ll ensure your financial goals for education don’t compromise other priorities.
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A strong financial foundation begins with understanding and managing your day-to-day finances. We help you create a clear, actionable plan that aligns your spending and savings with your goals. From identifying unnecessary expenses to setting aside funds for future opportunities, we empower you to take control of your financial future.
Building Your Financial Confidence
Investing, financial planning, and navigating today’s regulatory and economic challenges require a trusted advisor who understands your needs. At Atwima Wealth Management, we’re here to guide you every step of the way—empowering you to achieve your financial goals and live the life you’ve always imagined.
Imagine a life where your financial goals are within reach, your dreams are supported, and your loved ones are secure. At Atwima Wealth, we’re here to make that vision a reality.
Let’s build your brighter tomorrow together.