Our Mission, Core Values and Beliefs

Our Mission: Deliver a superior, objective, long-term “client-first” advisory relationship that can help:Hands shaking in agreement

  • Simplify and organize your finances
  • Define and achieve your financial goals
  • Anticipate and proactively respond to changes in both your internal and external circumstances, and
  • Gain confidence and mastery over your financial future.

Our Core Values: Guiding principles to treat our clients with ….

As independent advisors, we are able to focus on meeting the requirements of our clients through an unbiased needs/solutions approach. This structure allows us to avoid proprietary pressures so to customize the best possible solutions to address our client’s needs. It is about putting the interest of our clients first.

This value is about an uncompromising adherence to excellence.  This manifests through a constant focus on self development, service excellence and a client-first approach that places client needs first and foremost.

The focus of KWM has been about making a positive difference in people’s lives.  This has been accomplished through a devotion to helping clients achieve confidence and control over their financial future, giving us a sense of purpose and accomplishment.

Direct, truthful, and transparent communication with our clients is the foundation of KWM.

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

Our Business Beliefs: Drive our actions and assure we are keeping our client-first focus …

We believe in comprehensive investment planning and long term client relationships.

We believe there is a service crisis in this country, and are committed to following up on client inquiries as soon as possible.

We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.

We believe in an integrated comprehensive approach to investment planning as a more effective way to address client goals; investment planning done in the context of tax planning, estate planning and risk management.

We believe it is a priority to make the world a better place and to support social causes that are near and dear to our hearts.

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.