• YOUR TRUSTED FINANCIAL LIFE COUNSELORS

    We promote financial literacy and guide clients through life’s transitions.

    Meet Our Team
  • We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to work towards your dreams. Explore services

Portfolio Management

Our clients can expect a portfolio management process driven by trust, transparency and accountability. Learn More

Risk Management

Your Wealth Advisor and our dedicated team of Insurance Specialists will operate together to identify risk exposure in order to minimize potential damage against unforeseen life events. Learn more

Tax Planning

Our team of dedicated CPAs will support you with your tax planning needs. Learn more

Wealth Planning

The starting point for most of the work we do is a solid financial plan. Learn more

Estate Planning

Our team of professionals can help you determine how you’d like your assets distributed and help you understand estate law. Learn more

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Personalized Wealth Management

Kuhlmann Associates Financial’s mission is to be our client’s trusted financial life counselors and family advisor, promoting financial literacy and guiding them through life’s transitions. We are a wealth management firm based in Napa, CA serving affluent families, business owners, executives and institutions. Our team seeks to provide the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Kuhlmann Associates Financial help you on your True Wealth journey.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Institutional Alliance

Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Headquartered in Napa, CA, Kuhlmann Associates Financial seeks to provide the highest level of service for our local and national clients. Contact us today to speak with a wealth advisor or financial professional nearest you.

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Insights

Kuhlmann Associates Financial’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary February 21, 2017

According to the economic data, it appears that overall activity in the U.S. has indeed increased, signaling that the Trump-driven optimism may be reaching the real economy. U.S. consumers are continuing to spend at a robust pace with both inflation and retail sales data coming in better-than-expected for January. Read more

Monthly Newsletter
February Monthly Newsletter: 15 Lesser Known Miscellaneous Itemized ...

Last Thursday, the weather forecasting groundhog Punxsatawney Phil crawled out of his burrow on Gobbler’s Knob in Punxsatawney, Pennsylvania to predict the weather for the rest of winter. According to legend, if Punxsatawney Phil sees his shadow, there will be six more weeks of winter weather.

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Video
How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to leran how a trusted financial advisor can help. Read more

Blog
Charitable Planning with a Donor-Advised Fund

Published by Ben Goethel, Director of Wealth Enhancement

Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of improving quality of life. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

News
Embracing Transitions: The Suit Magazine

TURNING CHALLENGES INTO INSPIRATIONAL MOMENTS:

Founded in 2010 by Kent Kuhlmann, the firm’s core philosophy – for both itself and its clients – is to embrace life’s inevitable transitions. “We take financial challenges and we turn them into inspirational opportunities for personal growth and customized financial strategies,” says Kuhlmann. Read more

    Blog post
  • Seven Financial Actions to Consider Before 2017

    Published by Scott Ford

    The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

    Weekly Market Commentary
  • Weekly Market Commentary February 13, 2017

    Despite a flat outlook on the market this week, President Trump was able to evoke a bullish sentiment, propelling all three major U.S. indices to new highs late in trading session. The S&P 500 ended the week up 0.81%, bested by the Dow Jones Industrial Average and the NASDAQ Composite which were up 0.99% and 1.19%, respectively. Read more