Gain control of your present, plan for the future & prepare for the unexpected.
Welcome to Kautz/Buckley Independent Wealth Management
Through accumulating, protecting and distributing wealth in the most tax efficient manner, Kautz/Buckley Independent Wealth Management provides guidance in establishing a comprehensive financial plan. Our firm works to identify and prioritize our client’s objectives, ensuring they feel a sense of comfort and relief regarding their financial state. Communication and commitment to excellent service act as the basis for the success of our firm.
Our clients engage with us on three levels. All three levels are a fiduciary relationship, meaning it is fee-based not commission based. This makes the relationship client-centered not product centered. They are based on a level of involvement between the client and the staff. Client’s can choose an engagement level ranging from basic to very involved, including a personal Wealth Health website and yearly review.