KWM Wealth Advisory - Stifel Independent Advisors

KWM Wealth Advisory - Stifel Independent Advisors Please visit our website to see which states we are registered in. Mitchell Kauffman, Managing Director
California Insurance License Number 0749394.

Resident State California. Kenneth Sanchez, Managing Director
California Insurance License Number 0B96563. Lee Wolfe, Managing Director
California Insurance License Number 0B63173. After hours by appointment only.
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Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable l

aw. Securities are offered through Stifel Independent Advisors LLC, Member SIPC & FINRA, a subsidiary of Stifel Financial Corp. Home Office: 501 North Broadway, One Financial Plaza, St. Louis, Missouri 63102. (314) 342-4051. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.

With inflation still running hot, your financial security may be put at risk. At KWM Wealth Advisory, we seek to mitigat...
09/15/2022

With inflation still running hot, your financial security may be put at risk. At KWM Wealth Advisory, we seek to mitigate these risks by helping our clients develop and maintain a well-developed, personalized diversification strategy. It’s time to take a step forward and put yourself first. Find out about our services by booking a FREE consultation today.

While diversification does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and reducing risk.

That only constant in life is change. That’s why it’s important to reevaluate your financial goals with the assistance o...
09/14/2022

That only constant in life is change. That’s why it’s important to reevaluate your financial goals with the assistance of a personal financial advisor. At KWM Wealth Advisory, we put our clients’ needs at the forefront. Book a FREE consultation today!

With more potential rate hikes on the horizon, it’s important to understand how interest rate movement can impact your p...
09/12/2022

With more potential rate hikes on the horizon, it’s important to understand how interest rate movement can impact your portfolio and future cash flow. We can help. Discover the KWM Wealth Advisory difference by booking your FREE consultation today.

With interest rates rising and bond prices going down, how can I mitigate risk in my portfolio? Are bonds still a good “...
08/25/2022

With interest rates rising and bond prices going down, how can I mitigate risk in my portfolio? Are bonds still a good “shock absorber” strategy in a down market? If not, what other asset classes should I consider? Find out by booking your FREE consultation.

As interest rates continue to rise, do you have a plan in place to help protect your wealth? KWM Wealth Advisory provide...
08/25/2022

As interest rates continue to rise, do you have a plan in place to help protect your wealth? KWM Wealth Advisory provides strategies that are designed to help you mitigate risk while potentially growing your wealth, especially in times of rapid change. Contact KWM Wealth Advisory today to see how we can work with you toward the future you envision.

Do rising interest rates and inflation have you concerned about your purchasing power in your portfolio? KWM Wealth Advi...
08/25/2022

Do rising interest rates and inflation have you concerned about your purchasing power in your portfolio? KWM Wealth Advisory can help. Contact us today to learn more about strategies
designed to help you mitigate risk AND potentially grow your wealth in volatile times. Book a FREE consultation today!

High inflation, rising interest rates, recession looming, market tumbling, what can I do to mitigate risk to my portfoli...
08/24/2022

High inflation, rising interest rates, recession looming, market tumbling, what can I do to mitigate risk to my portfolio on the downside as well as have the opportunity to capture the upside potential during the bear market? Book a FREE consultation today.

You’ve worked your entire life preparing for retirement. Studies show it only takes one bad decision in the current clim...
07/29/2022

You’ve worked your entire life preparing for retirement. Studies show it only takes one bad decision in the current climate to erode a decade of your work. Find out about strategies designed to help protect your wealth. Contact us for a free local consultation.

Here is an interesting take on how you can prepare for retirement from former NFL players.Link:
07/28/2022

Here is an interesting take on how you can prepare for retirement from former NFL players.

Link:

Retirement planning is extremely challenging because we don’t know exactly when it is going to occur or how long we will be in retirement.

Start planning your estate before it's too late. Make sure your loved ones are taken care of. Find out about strategies ...
07/22/2022

Start planning your estate before it's too late. Make sure your loved ones are taken care of. Find out about strategies designed to help protect your wealth. Contact us for a free consultation in Pasadena.

Neither Stifel nor affiliated companies provide legal advice. Please consult with your attorney regarding legal guidance related to your estate planning.

You’ve worked your entire life preparing for retirement. Studies show it only takes one bad decision in the current clim...
07/14/2022

You’ve worked your entire life preparing for retirement. Studies show it only takes one bad decision in the current climate to erode a decade of your work. Find out about strategies designed to help protect your wealth. Contact us for a free consultation in Pasadena.

07/13/2022

Address

975 S. Fair Oaks Avenue
Pasadena, CA
91105

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16267956874

Website

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