Services

A family of six people close to each other smiling at the camera.


Diversified Paths to Pursue Your Dreams

What do you want your life to look like in the future? Whatever you envision, the KEMBA Wealth Management team can provide individualized solutions and personalized service to help further your goals. Your journey is unique, and we'll tailor a wealth management plan specific to you.

Solutions
Young woman dress shopping at a local clothing boutique.

Guided Solutions

You set a goal, and we'll help you work toward it through diversified investments with your risk tolerance in mind. We'll work together to figure out how much to save for retirement and your timeframe for investing. We'll create a plan to address college expenses, weddings and your legacy. We can also discuss your healthcare options and explain all the details.















Investment Planning

Planning for your future

Our team is here to assist you plan for whatever comes next. From Retirements to unexpected life events, we are here to help you plan for whatever your future may hold.
Blue financial meeting icon

Retirement Planning Services

Your vision of retirement requires its own unique approach. Our advisors evaluate your options to create a personalized plan.
Blue handshake icon

Investment Planning & Support

Lean on our advisors for insight and information as you make your investment choices. We provide as much or as little assistance as you require, based on your comfort level.
Blue student book and grad hat icon

Planning for Life Events

Finances can change dramatically as you enter different phases of life. We'll help you make decisions for each stage by providing information needed to navigate your way.
Blue heart icon

Elder Care Planning

Your golden years can be more enjoyable when you plan ahead. We'll discuss your options for protecting you and your loved ones in the long term.


Socially Responsible
mature couple hugging and walking outside

Socially Responsible Investing

If your conscience guides your investments, we'll work closely with you to find companies and industries that align with your values.


Socially Responsible Investing (SRI) has certain risks based on the fact that the criteria excludes securities of certain issuers for non-financial reasons and, therefore, investors may forgo some market opportunities and the universe of investments available will be smaller







Disclosures



Contact Us

Ready to discuss all your options? Fill out this form and we'll be in touch with you soon.