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Wealth 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.

Advanced Planning

Our process is simple – you are the focus. We gather the necessary information and help you put a plan in place to work towards making your goals a reality. We include your investments, risk management, tax effects, and bequests in your unique plan. 

Our experienced team of financial professionals works to protect your future by creating a custom investment or risk management strategy designed to help you meet your current financial needs, as well as your long-term investment objectives.


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, costs, or tax consequences.

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.


Insurance Solutions

Don't waste money on inappropriate or ineffective insurance. We will assess a broad range of insurance products to find the coverage that’s appropriate for you. Our insurance services include:

  • Policy Review Process
  • Business Succession
  • Estate Planning
  • Trust Owned Life

Retirement Planning

Originally created as a means to supplement company sponsored pension plans, defined contribution plans, such as the 401(k) plan, have become one of the most important tools available to help today's employees save for a secure and comfortable retirement. Our comprehensive retirement strategies provide access to sophisticated, low cost investment options. Our program is also completely fee transparent, so you have a clear understanding of what you are paying for in every aspect of your plan. 


For more information, visit our website:
www.kempercapitalmanagement.com