> > KWM is dedicated to helping clients gain insights and comfort with their financial affairs. Keeping clients engaged is a top priority.
Each January, KWM clients gather for our annual client economic forum breakfast at Caltech’s Athenaeum. Clients hear KWM Partners Mitchell, Kenneth & Lee provide a state of the economy accompanied by a variety of renowned financial and non-financial guest speakers.
Interested in attending a future event? Please call Kelly Smith, Administrative Assistant, at (626) 795-6874 or email her at KellyS@KauffmanWM.com.
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Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.