Helping Preserve Your Family’s Wealth with Parapet Wealth Management
Kemper Wharton, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional, brings his experience as an Army Ranger to each engagement. He sees himself on the “front line” with a duty to protect his clients’ best interests.
These following principles are Parapet’s foundation:
- Build a trusted relationship by truly listening to gain empathy for your situation. This understanding enables us to sit on the same side of the table with our clients to act in your best interests.
- Call on a disciplined structure that helps us to:
- invest conservatively,
- create your required retirement income stream, and
- proactively manage a plan that adapts to the markets and your situation.
- Apply big-picture advanced planning combined with a tacklebox full of wealth management tools and resources to prepare you for the unexpected events life brings to you.
In 1992, Kemper Wharton began his career at Merrill Lynch. Recently, he created Parapet Wealth Management with the support of Raymond James to better serve his clients and their financial planning needs.
Parapet is a practice backed by the broad and deep resources of Raymond James.
“A parapet is a low wall or defensive wall used by the military. The name Parapet Wealth Management is meant to emphasize our commitment to protect your wealth and steward it for your retirement and future generations.” – C. Kemper Wharton
There is no assurance any investment strategy will be successful. Investing involves risk including the possible loss of capital.