Why Choose to Work with Us?

Many advisors will talk about being uniquely capable of serving your needs. Ours is a comprehensive process, founded on the notion of “exceptionally personalized service” and honed over 25 plus years of experience, to deliver precisely what you may be seeking. At Kauffman Wealth Services, we are DEDICATED TO THAT RARE COMMODITY CALLED SERVICE and provide:

  • BEST OF BOTH WORLDS: We balance the personalized service of a boutique firm with the large corporate resources of a major financial services powerhouse – Raymond James Financial Services.
  • YOUR NUMBER: We empower you to optimize your wealth management program by helping you to define your goals and what it will take to achieve them. More
  • OUR PROCESS: A fourfold approach to help you build your investment plan that begins with understanding. more
  • PARTNERING WITH THE BEST: Collaboration with other professionals is often an essential part of ensuring total integration and seamless management of your financial picture. more
  • SERVICES TO HELP YOU GET THERE: We provide an effective system for potentially building and preserving your assets in the context of tax planning efficiency, estate preservation, retirement planning and risk management. more
  • AWARDS AND DISTINCTIONS: Our effectiveness has been recognized time and again for excellence. more
  • SEVEN QUESTIONS TO ASK YOUR FINANCIAL ADVISOR: Compare how we stack up against our competitors. more

We are committed to consistent communication and to being available through periodic reviews, weekly updates and monthly newsletters. We ask you, too, to let us know about the significant changes in your life.

For 30 years, we have provided this planning process and management services to individuals, families, professionals, executives, and business owners. Clients can choose to work with us on an hourly or percentage-of-assets fee basis, assuring that there are no economic incentives to sway the primary focus away from their priorities and concerns.

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

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