Kooman & Associates Inc

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Our priority is to understand the hopes, dreams, and goals of our clients; to use strategies designed to help preserve and invest their wealth; and to liberate them to concentrate on what matters most in their lives.
Our role is to connect your wealth with your life. Our team integrates the processes of financial planning and wealth management around your personal goals and life plan. We believe decisions about your life come before decisions about your money. Our approach to managing your wealth is tailored specifically to you, your values, and your individual situation.
As independent and objective wealth managers, we have the freedom and expertise to bring together the divergent financial and life solutions most appropriate for each client. We work with you to create your financial roadmap, because we recognize that beyond managing investments, you measure success by using your financial resources to live the life you want.
We Make it Simple. We simplify complex financial issues by establishing a clear path and plan that encompasses your life, not just pieces of it. We manage the details so you can spend time doing what is important to you.
Our integrated approach embraces multiple goals, with one lifetime plan.