Let Us Maximize

Your Portfolio

with our active and alternative investment advisory services

We offer advice and management across both traditional and alternative investment classes to maximize whats important to you.

As a premier financial planning and wealth management company, our goal is to improve the quality of our clients’ lives by assisting them in successfully attaining their personal and business financial objectives.

Growth

Portfolio Income and Asset Growth

Income

Current Income and Principal Safety

who we are

Kathy Kauffman

Kathy Kauffman is a 52-year-old scientific research team leader who enjoys ferret racing, going to the movies and Rubix cube. She is Smart and Analtyical.

She is American. She has a post-graduate degree in chemistry. She is allergic to nickel.

She grew up in an upper class neighborhood. She was raised by her mother, her father having left when she was young.

Kathy’s best friend is a scientific research team leader called Aaron Cooper. They are inseparable. She also hangs around with Cleo Price and Maxine Murray. They enjoy escapology together.

Useff Kauffman

Useff Kauffman is 44 and the younger brother of Kathy, who enjoys competitive dog grooming, jigsaw puzzles and ferret racing. He is Shrewd and systematic.

He has a post-graduate degree in philosophy, politics and economics. He is a vegetarian who is allergic to soy.

Useff’s best friend is a senior politician called Helen Hill. They are inseparable. He also hangs around with Andrea O’Reilly and Raymond Ryan. They enjoy eating out together.

who we serve

Families and Retirees

The majority of your working years have been spent building your savings with the goal of a worry-free retirement and perhaps preserving a portion of your estate for your heirs. Especially during today’s uncertain economic times and volatile markets.

Wealthy and Affluent

Affluence should be a truly liberating experience. Unfortunately, the reality can add more complexities that can increase worry and concern. This cannot help but detract from life quality.

Executives and Professionals

Executives and professionals are known for working long hours to make their businesses a success. Fact is, many are stretched between their work and family demands, often relegating their financial well-being to a distant third place.

what we offer

At Kauffman Wealth Services we evaluate your wants and needs to determine the most appropriate investment choices for you and your family. With expert advice and experience spanning multiple asset classes including but not limited to equities, bonds, REITs, MLPs, Insurance and even Security Tokens, we craft your allocation and present options fitting your investment goals.

With years of experience and scores of satisfied clients, Kauffman wealth helps individuals, families and business design and manage their investments for numerous goals including growth and income.

Contact Us

21902 W Hilton Ave

Buckeye, AZ 85326