Kassouf Wealth Advisors, LLC is actively monitoring the changes and impact of COVID-19 for our clients.
Prioritizing the health and safety of our clients and staff is of utmost importance. Until further notice, most of our professional staff is working remotely, and we are postponing all client and visitor meetings in our physical office locations. However, we continue to operate under our normal business hours, and we are available to you through email, phone calls, and virtual meetings. For any physical documents that need to be exchanged during this time, we ask that you utilize the drop-off station available at our physical offices, and we will coordinate their secure delivery.
We will continue to provide you with current updates and additional resources to address your questions and help you navigate the changing environment. For general questions, you can reach us at our main number: (205) 776-0100.
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. 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.
Gerard J. Kassouf, CPA