Kauffman Wealth Management is dedicated to helping clients gain insights and comfort with their financial affairs. And keeping clients engaged is a top priority.

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.

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.