JH Kaufman & Co

What makes us different?

JH Kaufman was created from a simple thought: What would we

want if we were the client - from services offered to fee structures.

Working backwards from a clients perspective, we have created

and continue to improve on a business designed to give more

value than we receive.

In an environment where short-term thinking often dominates, our

long-term perspective and our hyper focus on providing the best

client experience sets us apart. As a family run business, we share

a common set of values and goals which fosters a strong sense of

unity and purpose in our business. Decision-making is guided by

long-term family objectives rather than short-term gains.

Our Process

OUR OBJECTIVE IS SIMPLE – TO CREATE, GROW and PRESERVE THE WEALTH OF OUR CLIENTS OVER THE LONG TERM.

Wealth Management

Investment Management

By leveraging advanced tools, strategies, and technology designed to

simplify even the most complex financial scenarios, we work with our

clients to analyze their entire financial situation. Finding incremental

improvements, that compound over time, we help you build the wealth

that eventually transfers to loved ones in the most tax efficient manner.

We believe that investors need to protect themselves against inflation

and taxation, which can erode the real value of your wealth over time.

Our value based approach is a combination of patience, thought and

aggressive action to strike when opportunities present themselves.

"The big money is not in the buying and selling, but in the waiting."

--C.M.

John Doe

Our Clients

We have successfully managed wealth for a wide range of clients in the United States. Whether

you are an individual or family member we’re here to assist you over the long term.

We understand the challenges posed by managing family wealth and are proud of our long-term

approach to investing and wealth management. We understand that each family has complex

and unique needs, and we’ve worked alongside families like yours to help manage their wealth.

As well as offering wealth and investment management services, we can also connect you with

our extensive network of leading legal and accounting specialists, in order to pair you

with the best experts.

Families and Individuals