Does your wealth advisor bring you joy?
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Feel secure about your financial future.
We’ll customize your plan and keep it on course to reach your desired goals.
Get to know your firm family.¹
We started with accounting, grew into consulting, and now the Kaufman Rossin Group brings you more: CPA + Advisors, Wealth, Insurance and Fund Administration complete your team.
Why Choose
Kaufman Rossin Wealth
Wherever you are in life, we can help.
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Are all advisors the same?
If it feels like you’re getting investment advice from a cookie-cutter playbook or your advisor is more concerned with his bottom line than yours, you might need a new advisor.
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Not just experience…real knowledge.
We don’t just plug your numbers into a program. Continuous learning, collaboration and innovation are baked into every plan we build.
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Evidence-based strategy.
Our distinctive strategy and platform give clients the necessary discipline for effective portfolio management.
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We put joy at the center.
Honest conversations, true listening, customized solutions. It may not be what you expect, but that’s the only way we do business.