It is the best of both worlds. As an independent registered investment advisor utilizing the Wells Fargo Advisors Financial Network (WFAFN) platform, we can access a comprehensive array of tools, research, and investment solutions to help meet all our client’s financial needs. Yet as an independent contractor, we have an “arms-length” relationship that supports our delivering solutions with complete objectivity.
What makes my solutions different – There are three factors that make my solutions different
1) Risk Management, 2) Service, and 3) our Process.
- Risk Management – A primary focus of our practice. We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.
- Proactive Service – Like other wealth management providers, we execute upon a service model that delivers a great client experience. What differentiates our approach is our proactive service that strives to address service issues before they arise.
- Comprehensive Process – Our comprehensive four step process is based on our deep discovery that goes well beyond the more superficial industry requirements. This helps assure we “see the world through your eyes” to assure your needs are continually placed first.
Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
For over 30 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.