Best Of Both Worlds

We offer the best of both worlds. We balance the personalized service of a local firm with the large corporate resources of a major financial services powerhouse – Wells Fargo Advisors Financial Network.

Our effectiveness for 35 years runs deep and is founded on our client-first tradition of helping clients achieve their financial dreams. Keys to that tradition include:

  • Service first: Our clients see us as their “service sanctuary.” We pride ourselves on a proactive approach that strives to anticipate your questions before they are even asked, and respond to your inquiries as soon as possible.
  • Independence: Our open platform and relationship orientation keeps us focused on our clients’ financial planning and investment needs first and foremost, without any bias from proprietary relationships.
  • Big picture perspective with compulsive attention to details

Our objectivity is based on independence and our core values. KWM has no proprietary arrangements to sway our focus from keeping our client’s interest first and foremost.

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.