Ask Yourself

Will our money last
as long as our family needs it?

How can I attempt to avoid
unnecessary losses
in economic downturns?

How can I benefit
when the economy
starts to improve?

The thought of changing
financial advisors makes me
uncomfortable. How do I
know if my current advisor
is the best for me?

…We can help you answer these questions and more.

Worried? Frustrated?

Feeling overwhelmed & 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 receive guidance from an experienced professional, whether a doctor or financial advisor, you oftentimes benefit from a second opinion. In today’s uncertain economy, a fresh perspective from KWM Wealth Advisory could be the second opinion you seek.

Mitchell Kauffman, Managing Director at KWM was recognized as one of only five financial advisors in the U.S. named to the Advisor Hall of Fame for 2010 by Research Magazine. At the time, this honor had only been bestowed on 100 advisors during its prior 20-year history.* We work to help clients pursue their goals and preserve their savings in challenging economic times.

Dedicated to a

rare commodity: Service

At KWM, our mission is to help clients feel more confident with their finances. Extraordinarily personalized, objective guidance and management are the cornerstones of KWM, with over 35 years of experience helping clients work toward their financial objectives.

Best of both worlds

We combine the personalized communication and responsive service of an independent local practice with the
acclaimed resources of a renowned powerhouse—Stifel Independent Advisors LLC—to provide provide what we believe is the best of both worlds. Our independence allows us to provide specific investment 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.

Have your portfolio

reviewed with our “second opinion” analysis

What is the single most important driver of portfolio performance? Data suggests performance is not based on timing the market or even picking the “right” investments. Our belief is that 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 address risk and attempt to take the buy-or-sell guesswork out of financial decisions.

Asset allocation does not ensure a profit or protect against loss.


implement, & manage

KWM’s client-centric process is designed to diagnose your portfolio and identify where concentration and gaps may exist, filtering six criteria critical to investment health. We collaborate to manage results and make adjustments as needed, striving to do so in the most economical, tax-efficient manner.

Demystify your

financial affairs

A “second opinion” analysis from KWM is designed to give you a clear understanding of your financial picture. You should have a better foundation from which you feel empowered to take control and make informed decisions.

Moving forward made simple

Working with KWM, we’re glad to assist you with a process to help enhance your planning and investment portfolio. KWM advisory clients are provided a simple, fee-based approach (as opposed to transaction-based)***.

Despite market volatility and economic uncertainty, clients can pursue their financial objectives 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.

Portfolio, or asset, allocation does not ensure a profit or protect against loss.

Stifel Independent Advisors, LLC and its associates do not provide tax advice. You should consult with your tax advisor regarding your particular situation.

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.