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.
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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
Our clients can expect a portfolio management process driven by trust, transparency and accountability. Learn More
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
Our team of dedicated CPAs will support you with your tax planning needs. Learn more
The starting point for most of the work we do is a solid financial plan. Learn more
Our team of professionals can help you determine how you’d like your assets distributed and help you understand estate law. Learn more
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.
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.
Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
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.
Kuhlmann Associates Financial’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Stocks continued to post strong weekly gains. The S&P 500 gained 2.9%, following last week’s 2.6% increase. Read more
Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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The start of a new year always brings with it new personal goals – lose a few pounds, go on regular date nights with your significant other, get rid of a bad habit or create more good habits. Of course, many of our goals revolve around finances.
In fact, 37 percent of U.S. adults said their New Year’s Resolution was to save money or save more money in 2018, according to YouGov. One of the few ways to keep that promise to yourself is to pre-plan. Losing weight? Invest in that gym membership. More dates? Buy a gift certificate to your favorite restaurant. But how do you plan to save more this year? Read more
Happy 2019! It has not been a particularly happy several months in the market as you are most likely aware. This last week or so has been really crazy with the DOW posting its largest single day point gain in history only to be followed the next day by an 800 point swing first starting out down over 600 points and then finishing up over 200 points! Read more
Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more
Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more
Published by Mark Petersen, Vice President Affluent Wealth Planning
The holidays are upon us, so that must mean it’s time for year-end income tax planning, right? In the past, I would have said yes, but that changed 12 months ago when the Tax Cuts and Jobs Act (TCJA) of 2017 was passed. Read more
After enduring a number of big swings in the market, investors benefited from a steady uptrend in stocks last week. The S&P 500 gained 2.6%, and only a tiny loss on Friday stopped the index from rising every day. The gains came steadily as there were no moves of more than 1% last week. Read more
