Our Core Business Beliefs

  1. RELATIONSHIP EMPHASIS: We believe in comprehensive financial planning and long term client relationships.
  1. SERVICE: We believe there is a service crisis in this country, and are committed to following up on client inquiries within 24 hours, if not on the same day.
  1. MANAGING RISK: We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.
  1. HOLISTIC: We believe in an integrated comprehensive approach to financial planning as a more effective way to address client goals; investment planning done in the context of tax planning, estate planning and risk management.
  1. LONG TERM, BIG PICTURE PERSPECTIVE: We believe that the best investment results occur with a long term horizon in mind.
  1. BETTER THE WORLD: We believe it is a priority to make the world a better place and to support social causes that are near and dear to our heart.

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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