About Us

Kempner Wealth Management is an independent financial service organization. We are dedicated to providing comprehensive financial and estate planning services to our clients, taking full advantage of all tax and growth opportunities. We will not recommend any course of action or any type of financial product until we are fully aware of the client’s goals and objectives — and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk-taking capacity.

Our specialty is helping clients individually understand their investment needs and objectives. We help you chart your financial course individually and are here to respond to your questions and needs.

Here is what you can expect from your team at Kempner Wealth Management:

• Personalized Portfolio Design Customized to Your Unique Needs
• An Exclusive, Research-Based, Highly Diversified, Quality Approach
• Low Institutional Costs
• Asset Allocation Providing Diversification
• Access to a Superior Team of Specialist Money Managers
• Disciplined, Continuous Money Manager Monitoring
• Formal Investment Policy Statement
• Excellent Customized Reporting Package
• On-going Unbiased Financial Advice
• Unparalleled Customer Service

Kempner Wealth Management. How can we help you live your dreams?