Kampstra Wealth Management

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Harrisburg
CRD Number
Website kampstra-wm.com
Client types

Overview

Kampstra Wealth Management is an independent wealth management and retirement planning firm based in Gettysburg, Pennsylvania. It provides tailored financial advice and holistic investment consulting to individuals, families, and business owners, emphasizing customized strategies that align with clients’ goals and risk tolerance. The firm’s services span portfolio management, advanced financial planning, and retirement plan solutions, including 401(k) and profit-sharing plans. As part of the Osaic network, it leverages access to institutional money managers while maintaining transparent, client-centric advice. Kampstra is committed to long-term relationships, proactive planning, and integrated coordination with clients’ other professional advisors.

Platform Details

Investment Preferences

Alternative Activity