Our Team

As a member firm of the Valmark Financial Group, one of nation's leading Wealth Planning Firm, we at Kawabe & Associates, LLC, have a team of experts to take us through every step of the Virtual Family Office Process.  Our Team approach to everything we do ensures that we are providing a great client experience throughout the entire process from the quality of service to the expertise we bring in, to best serve our clients.  

As the quarterback of the professional planning team overseeing the entire Virtual Family Office Process, we have teamed up with our professional expert team made up of Attorneys, CPAs, High End P & C Specialists, Insurance Specialists and other experts, as needed, to provide the necessary expertise to get the job done right the first time. This interdependent approach we take, along with being the catalyst of the professional expert team, allows us to stay connected with every member of the team and be on the same page, so collectively, we can help our clients to achieve their ultimate goals. This unique approach of having accountability for the entire planning process is what separates our firm.

For the benefit of our existing clients, we can only take a limited amount of new clients for whom we feel we can make a significant impact each year. However, we welcome you to contact us to see if we are the right fit for you.