About Kuhlmann Associates Financial

Kuhlmann Associates Financial is a Napa-based wealth management firm. We’re dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is to be our client’s trusted financial life counselors and family advisor, promoting financial literacy and guiding them through life’s transitions.

 


Core Values

  • Our underlying premise for doing business is that our client’s interest must always come before our own.
  • We are committed to building a long term partnership with our clients. We will be there for them through market events, future life transitions and changes in their financial situations helping to ensure that they receive the best guidance possible from us.
  • We strive to delight our clients with outstanding service, highly skilled professionals, and a genuine desire to make a difference in our client’s life.
  • We hold that a person’s values and financial history are integral in the planning and investment selection process.
  • We believe that each individual’s financial plan and investment mix must be based on the risk tolerance, time horizon and personal goals of that client.

 

Key Considerations

  • We act in a fiduciary capacity when advising you which means we will hold your interests ahead of our own.
  • We work as a team for you. You will have access to the knowledge of each of our advisors and staff.
  • We will create a customized strategy for you. We always take into consideration your needs, desires and values in designing plans that reflect your unique situation. For these services, we are compensated by fees and commissions.