Financial Planning
Retirement Planning
Investment Planning
Estate Planning
Tax Planning
Clarity of Purpose with Kuhn Capital Partners
Kuhn Capital Partners Custodian – Charles Schwab & Co.
For over 35 years, Schwab Advisor Services has been all in for the independent investment advisor. Their support, services, and technology are built to enhance the client relationship and offering of Kuhn Capital Partners.
*The use of the Charles Schwab logo should not be construed as a recommendation, endorsement of, or sponsorship by Schwab.
Our Team
Risk Assessment
Determining how fast you’re comfortable traveling on your investment journey is the first step in helping your financial professional develop an investment strategy that’s right for you.
Everyone has a Risk Number.
Let’s find yours.