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People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Kuhlmann Associates Financial, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Kuhlmann Associates Financial we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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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

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 Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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A Personal Message

People often ask what makes us different, the answer is simple. Watch this video to hear a personal message from our Founder and CEO, Kent Kuhlmann to learn what makes Kuhlmann Associates Financial different.

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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 April 23, 2018

Stocks moved higher last week as gains in the energy, industrial, and financial sectors overcame weakness in tobacco and technology stocks. The S&P 500 rose 0.5%, and the global MSCI ACWI climbed 0.4%. The Bloomberg BarCap Aggregate Bond Index dropped 0.6% on inflation and interest rate concerns.

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Video
2018 2nd Quarter Market Outlook Video

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

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Monthly Newsletter
April Monthly Newsletter: Tax Planning with Qualified ...

The Tax Cuts and Jobs Act passed on December 22, 2017 was the biggest rewrite of the tax code since 1986 and made sweeping changes to the individual and corporate tax system. While most taxpayers will benefit from the reduced tax rates and increased standard deductions, others may find they can no longer take advantage of certain itemized deductions on their 2018 tax return.

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Kuhlmann Custodian Graphic
Infographic
Our Affiliates

As independent advisors, we have the power to partner with businesses that offer additional resources for your personalized financial plan. Read more

Blog
How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog post
  • What Does Your Retirement Look Like?

    Published by Jake Bleicher

    When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

Weekly Market Commentary
  • Weekly Market Commentary April 16, 2018

    Markets ended positive for the week as energy and technology shares rallied and trade war tensions eased on all sides. These developments paired with earnings reports showing continued strength across all sectors drove stock markets higher. The S&P 500 rose 2.0% last week. The global MSCI ACWI climbed 1.6%. The Bloomberg BarCap Aggregate Bond Index dipped 0.2% as inflation risk and the odds of additional rate hikes increased.

    Read more