Wealth Management Carlisle, PA
Wealth Management is the effective merger of financial planning and investment management, two essential components of a successful financial portfolio. Managing wealth with a judgment toward the future requires attentiveness and expertise in today’s economy. Over the years, Kampstra Wealth Management has worked with clients in Carlisle, PA to create all-inclusive wealth management plans designed to make the best use of their wealth today and help ensure its strength for future generations.
While many firms hold themselves out as wealth managers, few move beyond investment consulting. We provide a more holistic and strategic view of wealth management to our clients in Carlisle, PA. Our investment consulting service begins with the development of your investment plan. We define an asset allocation strategy by matching your timeline and risk tolerance to assets as we work together. Moving forward, we recommend “best-in-class” money managers that align with your unique situation and objectives.
Talk with us about optimizing your wealth management plan.
About Carlisle, Pennsylvania: The historic town of Carlisle, PA is known for its architecture and tree-lined streets, once traveled by many icons of early America. If history is your passion, this town offers several notable landmarks, including the U.S. Army Heritage & Education Center. Carlisle is also close to the Appalachian Trail, one of the most recognized hiking trails. If you love cars, Carlisle has numerous car shows that receive national attention such as Corvettes at Carlisle and Carlisle Ford Nationals. Lastly, you’ll find Dickenson College, a nationally recognized and highly selective liberal arts college.
Carlisle Wealth Management
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.
Where do our Carlisle wealth management services shine?
- Families and individuals
- Business owners
- Sudden wealth
- Corporate retirement plans
Exceptional wealth management should be custom-tailored to support and protect your financial future and achieve your individualized goals. Our in-depth holistic approach encompasses understanding your particular situation and carefully analyzing 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 is an ongoing process and not a single event that many experience at other firms.
- We’re independant
- We advocate fee transparency
- We build long-term client relationships
- We have valuable experience
- We have credentialed professionals
You have many choices when it comes to Carlisle Wealth Management firms. 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 you have a question or a concern at any time, we’re just a phone call or email away.
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