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 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
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