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Kasper Wealth

EST. AUM
$500,000,000

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Firm Details

Metro area Seattle
CRD Number
Website kasperwealth.com
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Overview

Kasper Wealth Management is a financial advisory firm based in Tacoma, Washington, specializing in retirement planning for specific employee groups, including aerospace workers, Washington state and municipal employees (e.g., PERS, SERS, TRS), and families with special needs. Led by Chad Kasper, the firm emphasizes comprehensive financial planning—integrating income, tax, social security, and estate considerations—over mere investment management, and offers a collaborative "live planning" process to help clients achieve clarity on their retirement goals.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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