Decimal Point Charitable Found

At Kassouf Wealth Advisors, we are dedicated professionals who are committed to helping our clients achieve their financial goals. As an independent, fee-only registered investment advisor, we are free from conflicts of interest and are solely focused on providing unbiased advice to our clients.

Our Team

Our team consists of experienced professionals who are Certified Financial Planners, Personal Financial Specialists, and Accredited Estate Planners. We have a diverse background and team approach, which allows us to deliver a comprehensive experience for our clients. We work closely with each client to understand their unique needs and goals, and we strive to provide personalized advice and guidance throughout their financial journey.

Our Services

We offer a wide range of services designed to help our clients achieve their financial goals. Our services include:

• Financial Planning: We take a holistic approach to financial planning, focusing on our clients' overall financial well-being, including asset allocation, investment strategies, and estate planning.
• Education Planning: We help families plan and save for their educational expenses, ensuring that their children have access to the best education available.
• Insurance Planning: We help our clients assess their insurance needs and develop a strategy that provides adequate coverage at an affordable price.
• Retirement Planning: We help our clients plan for a secure and comfortable retirement, using a variety of strategies and investment options.
• Estate Planning: We work with our clients to develop a comprehensive estate plan, ensuring that their assets are protected and distributed in accordance with their wishes.
• Investment Management: We offer a wide range of investment options and strategies, designed to help our clients grow and preserve their wealth.

Our Approach

At Kassouf Wealth Advisors, we believe that a relationship is the foundation of trust. We take the time to understand our clients' financial goals, objectives, and concerns, and we work closely with them to develop a customized financial plan. Our approach is grounded in integrity, expertise, and a commitment to our clients' best interests.

Our Firm

Kassouf Wealth Advisors is a registered investment advisor with the Securities and Exchange Commission. We are also a member of the Certified Financial Planning certification program, the National Association of Personal Financial Advisors, and the Financial Planning Association. Our team is dedicated to staying up-to-date on the latest financial planning strategies, tax laws, and regulatory requirements, ensuring that our clients receive the highest level of service and guidance.