Angie's List is now Angi. Learn more

Thomas Caufmann

With Angi since January 2015

N/A

Business Details

Phone Number

Address

21 Broad Street

Charleston, SC 29401

Description

Thomas Caufmann finished his degree in Global Studies with flying colors in the Ohio State University. He completed hi law degree at the University of Virginia - School of Law. Now here’s the reality with the matter. Thomas Caufmann is much further away from being a rip-off artist. He is a person of character and a man of honor. Call us today at 843-338-6493 and look for Thomas Caufmann Charleston South Carolina....

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired Thomas Caufmann? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Other local Pros in your area

Upper Left Wealth Management

I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

SOVEREIGN WEALTH MANAGEMENT

We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi
Financial Planning
All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.To find more licensing information for your state, visit our Find Licensing Requirements page.
General Information
Free Estimates
Ask for Details
Eco-Friendly Accreditations
No
Payment Options
Check, MasterCard
Senior Discount
No
Warranties
Ask for details

Services Offered

Financial, Finance

Services Not Offered

Ask for details

Frequently Asked Questions & Answers about Thomas Caufmann

How is Thomas Caufmann overall rated?

Thomas Caufmann is currently rated 0 overall out of 5.

What days are Thomas Caufmann open?

Thomas Caufmann is open:

Sunday: Closed

Monday: 9:00 AM - 4:30 AM

Tuesday: 9:00 AM - 4:30 AM

Wednesday: 9:00 AM - 4:30 AM

Thursday: 9:00 AM - 4:30 AM

Friday: 9:00 AM - 4:30 AM

Saturday: Closed

What payment options does Thomas Caufmann provide

Thomas Caufmann accepts the following forms of payment: Check, MasterCard

Does Thomas Caufmann offer free estimates?

Ask Thomas Caufmann for details on free project estimates.

Does Thomas Caufmann offer eco-friendly accreditations?

No, Thomas Caufmann does not offer eco-friendly accreditations.

Does Thomas Caufmann offer a senior discount?

No, Thomas Caufmann does not offer a senior discount.

Are warranties offered by Thomas Caufmann?

No, Thomas Caufmann does not offer warranties.

What services does Thomas Caufmann offer?

Thomas Caufmann offers the following services: Financial, Finance