Kawabe & Associates, LLC was founded by our principle, Bob T. Kawabe, CFP, ChFC, CLU, in March of 1991 with a very simple vision in mind......To take on the role as a personal CFO for successful self-made business owners and entrepreneurs and help them to enrich second half of their life by maximizing what we call, "True Wealth." This is where "Wealth" is no longer about just money, rather, it is more about doing what matters the most to them in their life. For most, it is about making an impact for the people they truly care about, which typically is their family, their community and other causes or people who might be very important in their life. We want to help and take you from Success to Significance!
To effectively serve select groups of clients that is a great fit with our firm and philosophy, we provide high level professional service which we call, the “High Touch” experience. This is where everything we do is built around these select groups of clients and where relationships we have with each one of the clients we serve are our main building blocks. We provide a very unique client experience which may be very difficult to duplicate and something our clients see as great value add. We also provide "Life Coaching" to those who qualify, as part of our overall client experience. With our “High Touch” experience, we use our "Five Step Wealth Management Process" we have develop over the years to make sure that every little detail is looked at, taken care of and accounted for. This process help us to identify and understand where you are currently, where you want to go, and identifying any gaps to get you there.
We strongly believe in a team approach, as that is how we can collectively provide you with the best advise possible. From collaboration within our own internal planning team to bringing in outside experts from our professional network as needed, to provide the best overall service. Our goal through this "High Touch" experience process is to take great care of you, so you may have a great peace of mind to just enjoy life!
As we are very client focused, developing long-term relationships with the clients we serve and treating them like one of our "family" members is something we really enjoy and take a great pride in. People do business with our firm, Kawabe & Associates, LLC, because they can sense how much we really care about them. We enjoy helping people to realize their dreams and pursue their goals.
Being an Independent Firm and not representing a company, we can honestly say we are solely focused on what is in the best interest of our clients without any bias. This allows us to sit on the same side of the table with you and stay focused on what is most important…….…helping and serving YOU!
If you are a successful self-made business owner, entrepreneur or high net worth individual who care about your family, community and our society as a whole that would like to make an impact in this world, we might be a good fit for you. We have the right team and tools in place to serve your Wealth Management needs. We would enjoy learning more about your goals and dreams. Please give us a call or fill out our contact card and we’d be happy to offer our "Second Opinion" service to see if there is a fit. We look forward to meeting you and thank you!