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Welcome to Kempner Wealth Management

Welcome to Kempner Wealth Management

Kempner Wealth Management is a comprehensive Financial Planning Firm, assisting clients throughout the U.S who want objective financial planning advice uncolored by any product/sales pressure or influence. Our mission is to create and maintain wealth for our clients through long-term effective asset management. We build client relationships based on trust, comprehensive professional advice, ongoing and continual communication and first-rate customer service.

Our highest priority is to create value and confidence for our clients by offering the following comprehensive services:

  • Portfolio Analysis
  • Asset Allocation Design
  • Investment Management
  • Estate Planning
  • Retirement Planning
  • College Funding Strategies
  • Educational Seminars
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Client Centered

Client Centered

We are equipped with the most dynamic technology in the financial service industry, and utilize our capabilities to the fullest. These investments in our business have allowed us to give our clients the intensely personalized asset analysis, allocation and investment services they have come to expect.

We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and independence. Wealth accumulation and estate preservation includes coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on our firm, we invite you explore our web-site, to call us toll-free or to email us. We look forward to discussing your personal needs and how we might provide investment advice and financial planning support to you.

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Become a Client

Becoming a client with us is as easy as it is rewarding. Click here to fill out our new account form and we will contact you shortly.

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