Wealth Management

As an individual investor or business owner, you have many choices when it comes to managing investments. We’d like you to consider Kampstra Wealth Management.

While many firms hold themselves out as wealth managers, few move beyond investment consulting. At Kampstra Wealth Management, we provide a more holistic and strategic view of wealth management. 

Watch our video on how to select the right financial advisor for you and understanding wealth management best practices including investment consulting, advanced planning and relationship management.

Wealth Management Services

Investment Consulting

Our investment consulting service begins with the development of your investment plan. As we work together, we define an asset allocation strategy by matching your timeline and risk tolerance to assets. Moving forward we recommend ‘best-in-class’ money managers that align with your unique situation and objectives. Our core investment consulting services include:
  • Portfolio Management
  • Asset Allocation Consulting
  • Investment Manager Selection

Advanced Planning

We work with you to develop strategies to bridge the gap between where you are now and where you want to be. Our goal is to enhance your wealth by mitigating the erosive effects of taxes and inflation while also focusing on mechanisms that will allow you to transfer wealth effectively, ensure impactful charitable giving, and protect your assets from risks of loss due to the unexpected. Our advanced planning services include:
  • Estate Planning
  • Philanthropic Planning
  • Risk Management & Insurance Planning
  • Business Succession & Transition Planning
  • Tax Planning

Talk with us about optimizing your wealth management plan.

FINRA Broker Check

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.

Learn More About Our Wealth Management Services

At Kampstra Wealth Management, you’ll find a unique approach from other financial firms in that we believe superior wealth management involves much more than just retirement projections and portfolio allocation. We specialize in helping our clients maximize their financial wealth and security as if it were our own.

Exceptional wealth management should be custom-tailored to support and protect your financial future, and achieve objectives and goals individualized to you. Our thorough and in-depth holistic approach encompasses understanding your particular situation and careful analysis of multiple and often complex options to identify and implement the right solutions. We outline strategies and develop a roadmap tailored to your individual needs. Wealth planning at Kampstra Wealth Management in Gettysburg, PA, is an ongoing process and not a single event that many experience at other firms.

  • We advocate fee transparency
  • We build long-term client relationships
  • We have valuable experience
  • We have credentialied professionals

Where We Serve

Kampstra Wealth Management has supported your friends, family, and neighbors for years.  Our advisors are licensed in 24 states and we work with clients all over the country.  Locally, our services reach clients all throughout Central PA and into Maryland, including:

  • Harrisburg, PA
  • York, PA
  • Gettysburg, PA
  • Carlisle, PA
  • Chambersburg, PA
  • Hanover, PA
  • Shippensburg, PA
  • Dillsburg, PA
  • Hagerstown, MD
  • Frederick, MD
  • Emmitsburg, MD
  • Taneytown, MD
  • Westminster, MD
Kampstra Wealth Management

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.

Address

 37 S. 5th Street
Gettysburg, PA 17325

Phone (717) 334-0097
Fax (717) 334-9203 

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC. Advisory services offered through Triad Hybrid Solutions, LLC, a registered investment advisor. Kampstra Wealth Management and Triad Advisors, LLC are not affiliated.