Business Owners and Professionals Retired or Contemplating Retirement Corporate Executives Single/Independent Women Families and Individuals…

In an increasingly complex world, are you seeking simplicity?

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Managing your financial affairs may seem an increasingly daunting task these days.
As you sort through the maze of challenges and choices, finding the most direct path can give you the financial confidence and clarity you seek.
You may be asking questions such as:

“Are my assets keeping pace with the true rate of inflation?” (See: Controversy Over Inflation)

 ”Have I done enough to protect my assets from taxes?” (See: Year End Tax Tips)

“Can I do more to preserve my estate as it passes to my heirs and/or to charitable causes?” (See: ILIT As An Effective Tool and Spousal Lifetime Access Trust)

“Is my investment strategy aligned with my risk tolerance  and desire to preserve capital?” (See: How We Manage Risk)

“How can I feel more confident and in control of my financial affairs, so to have more time to savor life’s riches?” (See: Having Your Number)


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 Services’ extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.

Pasadena: 626.795.6874
Santa Barbara: 805.969.5444
Toll Free: 866.467.8981
Email: contact us here

Kauffman Wealth Services offers wealth management services to clients in our Santa Barbara and Pasadena offices, and throughout the U.S. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Discover the Raymond James advantages

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