We provide customized wealth management and retirement planning services to successful business owners.
You have many choices when it comes to managing your investments and seeking financial advice. We’d like you to consider Kampstra Wealth Management.
One of the many reasons individuals and organizations choose to work with us and have stayed with us over the years is the high-level of hands-on service and attention to detail that we provide. If at any time you have a question or a concern, we’re just a phone call away.
Working with Kampstra Wealth Management
- We’re your trusted advisor. To develop a financial plan tailored to your needs as well as short and long-term goals, we get to know you and understand what’s important to you and your family. We also work with your other trusted professionals, such as an accountant or attorney, to ensure that everyone is aligned and working toward the same goal.
- We’re independent. We have access to institutional money managers and products that are only available through independent advisors and we make recommendations that are in your best interest, not based on a proprietary product or fund. As your advisor, we work with you to find a strategy that meets your objectives and investment style.
Meet Our Team
We advocate fee transparency.
We can be paid on a fee or a commission basis, however we prefer to work with you on a fee basis, where we are paid a percentage of invested assets to provide comprehensive wealth management. This fee is all-inclusive and is reduced as the size of the investable assets grow – our incentives are aligned with yours to preserve and grow your accounts. We do not receive commissions in a fee-based arrangement, and our fees are shown clearly on your account statements for full transparency.
We build long-term client relationships.
Our goal is to simplify your life while developing a client relationship that exceeds your expectations, including meeting at a frequency that works for you, performing quarterly portfolio reviews, and providing you with timely access to your wealth management team. We also work collaboratively with your other professional advisors and access our team of professionals as needed, to help clarify and coordinate your financial decisions. If at any time you have a question or a concern, we’re just a phone call away.
We have valuable experience.
We are experienced working with business owners and administering qualified retirement plans. Our team of professionals will help you to maximize the effects of your years of hard work. We are skilled in handling financial challenges commonly faced by business owners, such as reducing income taxes, starting a new business, structuring efficient business succession plans, and ensuring estate plans accomplish your goals.
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.
37 S. 5th Street
Gettysburg, PA 17325
Phone (717) 334-0097
Fax (717) 334-9203