Wealth Management Overview

As an individual investor or business owner, you have many choices when it comes to managing investments or retirement plans. We’d like you to consider Ferrara Kampstra.

Overview

While many firms hold themselves out as wealth managers, few move beyond investment consulting. At Ferrara Kampstra, we provide a more holistic and strategic view of wealth management. Our process involves three key components – investment consulting, advanced planning and relationship management.

Investment Consulting

Our investment consulting service begins with the development of your investment plan. As we work together, we define an asset allocation strategy by matching your timeline and risk tolerance to assets. Moving forward we recommend ‘best-in-class’ money managers that align with your unique situation and objectives. Our core investment consulting services include:
  • Portfolio Management
  • Employer Sponsored Retirement Plan Implementation
  • Asset Allocation Consulting
  • Investment Manager Selection

Advanced Planning

As part of our advanced planning process, we work with you to develop strategies to bridge the gap between where you are now and where you want to be. Our goal is to enhance your wealth by mitigating the erosive effects of taxes and inflation while also focusing on mechanisms that will allow you to transfer wealth effectively, ensure impactful charitable giving, and protect your assets from risks of loss due to the unexpected. Our advanced planning services include:
  • Estate Planning
  • Philanthropic Planning
  • Risk Management and Insurance Planning
  • Business Succession & Transition Planning
  • Tax Planning

Relationship Management

Our goal is to simplify your life while developing a client relationship that exceeds your expectations, including meeting at a frequency that works for you, performing regular quarterly portfolio reviews and providing you with timely access to your wealth management team. We also work collaboratively with your other professional advisors and access our team of experts as needed, to help clarify and coordinate your financial decisions. We focus on managing our working relationship with you, your other professional advisors and our team of experts.