Kassouf Wealth Advisors is an Independent, fee-only Registered Investment Advisor (RIA). Working with our clients, our team helps organize, manage, and preserve wealth through proven financial strategies. We are committed to acting in our clients' best interests. Registered with the Securities and Exchange Commission (SEC), we accept a fiduciary role as we serve our clients.
As an independent advisor who does not accept compensation or commission from any third-party, we avoid potential conflicts of interest. Our wealth management team consists of CERTIFIED FINANCIAL PLANNER practitioners and Personal Financial Specialists. We believe that wealth management is the careful planning and execution of strategies to achieve your financial goals.
As an independent advisor who does not accept compensation or commission from any third-party, we avoid potential conflicts of interest. Our wealth management team consists of CERTIFIED FINANCIAL PLANNER practitioners and Personal Financial Specialists. We believe that wealth management is the careful planning and execution of strategies to achieve your financial goals.
Services
No two clients are alike, which is why each planning service is individually tailored to meet the client's unique goals and objectives. We are dedicated to providing a broad range of personalized individual wealth planning services ranging from investment advisory services, to sophisticated estate and charitable planning strategies.
At Kassouf Wealth Advisors, we value the personal relationships we have with our clients. We believe clients need unbiased and objective advice. We assist clients in organizing their financial lives by setting goals, developing strategies to pursue those goals, implementation of strategies, and monitoring progress.
Today's volatile market economy has caused many to wonder about the security of their investments. After evaluating your goals, time horizon, resources and risk tolerance, we can help you by designing an investment strategy to meet your needs. Managing your portfolio for the long-term requires developing a disciplined methodology for making investment decisions.
Do you feel comfortable that you and your family will be taken care of in the event of an accident or tragedy? Let us analyze your life, disability, health and other insurance, including personal and employer provided insurance coverages. We want to help you make sure that if anything were to happen, your only concern would be healing yourself and your family.
Experts say that on average, college graduates earn almost twice as much as high-school graduates. Clearly, one of the best investments you can make for your children or grandchildren is an investment in their educational future. The projected average cost for your toddler's four-year degree at a public college will total nearly $100,000.
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