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.
Portfolio Income and Asset Growth
Current Income and Principal Safety
who we are
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 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.
21902 W Hilton Ave
Buckeye, AZ 85326