Kauffman Wealth Management is dedicated to helping clients gain insights and comfort with their financial affairs. And keeping clients engaged is a top priority.  We host unique events throughout the year that are educational and entertaining.

 

Fireside Chats: Kauffman Wealth Management hosts periodic intimate, roundtable dinners that feature notable guest speakers to keep client’s apprised of current market events.

Annual Client Education Breakfast: Every January, KWM clients gather for our annual client education breakfast at Caltech’s Athenaeum. Clients hear Mitchell Kauffman provide a state of the economy and a variety of renowned financial and non-financial guest speakers are showcased.

Annual Client Appreciation Dinner: One of our most popular events, KWM’s Client Appreciation Dinner is our way of saying “thank you” for our client’s trust, confidence and loyalty. Client’s are treated to an evening of fine dining, entertainment and camaraderie at a local award-winning restaurant.

Lessons on the Green: An opportunity for KWM clients to stay apprised of market events, ask questions, and fine-tune a golf swing, Mitchell Kauffman hosts small-group lessons regularly for our clients who golf (or want to learn!).

Interested in getting started? Please call Kelly Smith at (626) 795-6874 or email her at Kelly.Smith@wfafinet.com.

Caltech Education Breakfast: Top Financial Challenges for 2016

 

Caltech Education Breakfast: Wells Fargo Advisors Overview & Capabilities

 

Caltech Education Breakfast: Wells Fargo Investment Institute 2016 Outlook

 

Caltech Education Breakfast: The Habits of Stress-Resilient People

 

Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.

Discover how Kauffman Wealth Management's extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.