Our fourfold approach to help you build your investment plan begins with understanding.
This is the most important step in our process. We strive to thoroughly understand your dreams and concerns with the goal of seeing the world through your eyes. This deep discovery goes well beyond the more superficial industry requirements and helps assure that your needs are carefully considered.
Once we thoroughly understand your priorities, thoughtful consideration is given to all learned about you. From here we develop solutions we believe can most effectively address and achieve your priorities. We then discuss these solutions in a collaborative, candid setting where we may together further refine the plan that best meets your current needs and future goals.
A plan is only as successful as its implementation is transparent, timely, and effective. Our process shows you the “whys,” so you clearly understand how each action contributes to the overall picture. We believe combining our wealth planning experience with the extensive tools of Wells Fargo Advisors Financial Network is the best assurance of making your plan a successful reality.
KWM is an independent advisory and management practice with no exclusive affiliations with any one investment or insurance company to sway our focus from keeping your needs first and foremost.
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.
Despite market volatility and economic uncertainty clients believe they can achieve their financial goals and enjoy a “Life Well Lived.”
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.