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 independent advisors we strive to offer unbiased advice and work to counter any 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. We assist clients in the development of their individual wealth management strategies through financial planning and fee-only investment advisory services. Our diverse background and team approach allow us to deliver a comprehensive experience for our clients.
You tell us what is important to you. Your goals drive the planning process. We work to understand the unique needs of each client, and customize our advice around you.
KWA Form CRS
Form ADV Part 2A & 2B