… We offer just that.
Worried? Frustrated? Feeling overwhelmed and immobilized?
You may have had one or several of these reactions as economic downturns have occurred over the years. You might be asking what your next steps should be. Maybe you don’t have a financial advisor, or if you do, you might wonder if your current plan–or advisor–is really the best fit for you.
Financial health is like your physical health
If you take good care of it, you’re more likely to have a healthy future. Even when you get regular advice from an experienced professional, whether a doctor or financial advisor, you sometimes can benefit from a second opinion. In today’s uncertain economy, a fresh perspective from KWM could be exactly the second opinion you seek.
Mitchell Kauffman, Managing Director at KWM has been nationally recognized as only one of five financial advisors in the U.S. named to the Advisor Hall of Fame for 2010 by Research Magazine. This honor has been bestowed on only 100 advisors during its prior 20-year history.* We work to help clients meet their goals and preserve their savings in challenging economic times.
Dedicated to a rare commodity: Service
At KWM, our mission is to provide clients with financial confidence. Extraordinarily personalized, objective advice and management are the cornerstones of KWM, with over 35 years of experience helping clients work toward achieving their financial goals.
Best of both worlds
We combine the proactive communication and responsive service of an independent local practice with the acclaimed resources of a renowned powerhouse—Wells Fargo Advisors Financial Network—to provide the best of both worlds. Our independence allows us to provide specific investment and/or insurance recommendations without any exclusive affiliations to sway our focus from keeping your needs first. It also allows us to take a comprehensive approach that views investments in the context of your overall financial picture.
Get your portfolio back on track with our “second opinion” analysis
Wonder what is the single most important aspect of portfolio performance? It’s definitely not timing the market. It’s not even picking the “right” investments. Portfolio allocation is by far the most important determinant of portfolio performance.** We call this “portfolio balance.” Having proper balance, based on your unique needs, can help manage risk and take the buy-or-sell guesswork out of financial decisions.
Diagnose, implement and manage
Our client-centric process can objectively diagnose your portfolio and identify where concentrations and gaps may exist, according to six criteria that are critical to investment health. We collaborate with you to develop and implement the plan most capable of addressing the concentrations and filling the gaps, in the most economical, tax-efficient manner. We then work together in an ongoing effort to manage results and make adjustments as needed.
Demystify your financial affairs
A “second opinion” analysis from KWM will give you a clear understanding of your financial picture. You’ll have a better foundation from which you can feel empowered to take control and make more-informed decisions, whether or not you choose to utilize our services in the future.
Change made simple
If you do choose KWM, we’re glad to assist you with the changing advisors to make the process as trouble-free as possible. Our clients work with us on a percentage-of-assets fee (as opposed to transaction) basis, as we recommend what’s best for you***.
Despite market volatility and economic uncertainty, clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
* Advisors Hall of Fame: Inductees into the Advisor Hall of Fame have passed a rigorous screening, served a minimum of 15 years in the industry, acquired substantial assets under management, demonstrated superior client service, and have earned recognition from their peers and broader community.
** Financial Analysts Journal
*** Advisory accounts (fee-based) are not designed for excessively traded or inactive accounts and may not be suitable for all investors.
Keep in mind that there is no assurance that any strategy will ultimately be successful, profitable or protect against a loss.
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.