Services We Offer
Ask Us About Wealth Management

  • Wealth Management

    About Kemper Capital Management

    Kemper Capital Management, a subsidiary of Kemper CPA Group, provides wealth management to our clientele through investment consulting and advanced planning services. Our experienced team of financial professionals include those with the CFP®, CPA and CFA designations. This expertise enables us to provide a comprehensive approach to planning and customized solutions to our clients.

    If now is the time to plan for your financial goals or if you want a second opinion on your current plan, we welcome the opportunity to provide you with an initial consultation.

    For an initial consultation, please contact us at one of our listed offices or (888) 421-3874.

    Investment Consulting

    We believe investors have a natural tendency to invest based on emotion. Some money managers subscribe to the same approach, seesawing from one market segment to the other, often in a frenzy to buy and sell, and not always mindful of the risks or costs.

    Our investing philosophy takes what we believe to be a different, more rational approach. It’s built on the collective thinking and research of Nobel Laureates and some of the most respected academics in modern history. The result – what we believe is a more focused and disciplined investing experience. That’s The Power of Passive.

    Advanced Planning

    We all have dreams of what our futures should look like. What are your goals for life? Do you have a financial plan in place to help you achieve those goals? The financial professionals at Kemper Capital Management LLC specialize in assisting clients with planning for their future.

    Our process is simple – you are the focus. We sit down with you and listen to your goals and dreams. We gather the necessary information to map out a plan to help you pursue those goals. We include your investments, risk management, tax effects, and bequests in your unique plan. The solutions we provide fit your wealth management goals for today and the future.

    Back To Services We Offer

    Advisory services offered through KCPAG Financial Advisors LLC and insurance services offered through KCPAG Insurance Services LLC, subsidiaries of Kemper Capital Management LLC. Securities offered through Securities America, Inc., member FINRA/SIPC. Securities America is not affiliated with all entities listed.

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