Serving clients over 30 years…

Who Do We Serve? These types of people are who Kauffman Wealth Services work with

Since 1982 we have focused on helping individuals and business owners achieve a life well lived.

We strive to create a warm yet professional environment so you can feel both confident about your financial future and at ease on an interpersonal basis, whether you are a…..

  • Families and Individuals
    Affluence should be a truly liberating experience. Unfortunately, the reality can add more complexities that can increase worry and concern. How can this be effectively managed without detracting from life quality? Continue Reading

Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”

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.