Live Your Best Financial Life
Kampstra
Wealth Management & Retirement Plan Services
As an individual investor or business owner, you have many choices when it comes to managing investments or retirement plans. We’d like you to consider Kampstra Wealth Management.
Retirement Plan Services
With our years of experience, we know the ins and outs of creating and managing a retirement plan from 401(k)s and Profit Sharing Plans, to 457 Plans, municipal pension plans, cash balance pension plans, and SIMPLE and SEP IRAs. We can develop a plan that will enable you to save money on your business taxes, retain quality employees, and allow you and your employees to save for retirement.
Wealth Management
While many firms hold themselves out as wealth advisors, few move beyond investment consulting. At Kampstra Wealth Management, we provide a more holistic and strategic view of wealth management. Our process involves three key components – investment consulting, advanced planning and relationship management.
Learn more about Kampstra Wealth Management. Use FINRA's BrokerCheck to make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information.
We’re established and active in our community.
The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.
Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.