Many advisors will talk about being uniquely capable of serving your needs.

Ours is a comprehensive process, founded on the notion of “exceptionally personalized service” and honed over 30 plus years of experience, to deliver precisely what you may be seeking. At KWM, we are DEDICATED TO THAT RARE COMMODITY CALLED SERVICE and provide:

We balance the personalized service of a boutique firm with the large corporate resources of a major financial services powerhouse –Wells Fargo Advisors Financial Network.

We empower you to optimize your wealth management program by helping you to define your goals and what it will take to achieve them. (See: The Importance of Having Your “Number”)

A fourfold approach to help you build your investment plan that begins with understanding. (See: How Our Process Works)

We provide an effective system for potentially building and preserving your assets in the context of tax planning efficiency, estate preservation, retirement planning and risk management.

Our effectiveness has been recognized time and again for excellence.

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

For over 35 years we have been helping our clients achieve a life well lived.  As you seek a trusted source for your financial advice, we invite you to consider our “2nd Opinion” program for a complete, unbiased review of your financial program. 

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.