A breadth of services to serve a variety of needs
Offering Preservation with the Parapet Wealth Management Three-Threes Process
This process generates a deep understanding of where you are, where you want to go, and where gaps interfere. It reveals where we can help you:
Wealth Management Philosophy – Simplicity, Control, Service
Wealth Management Process – Create, Preserve, Distribute
Role of the Advisor – Educate, Anticipate, Hold Feet to the Fire
Kemper Wharton, CFP® professional, leads the Parapet Wealth Management Process with clients.
He constantly researches economies, capital markets, and strategies to help create your desired outcomes.
The Goal: to enable you to reach your financial and life goals and create the retirement income streams you need to fund your lifestyle. When the time comes, you will be able to effectively transfer your wealth to the next generation and to maximize your charitable giving.
