Hello! Meet Joel Kamphuis, Anthony Marcello & Frank Searing. Within our site you will find a wealth of information in the form of our current newsletter, calculators, and research reports. At KM Wealth Management & Kamphuis, Marcello & Searing Wealth Management, our #1 priority is you!
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
We serve Broward & the Palm Beaches with two convenient locations:
350 SE 2nd Street, Suite 1560
Fort Lauderdale, FL 33301
Palm Beach Gardens:
800 Village Square
Palm Beach Gardens, FL 33410
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
To choose a plan, it’s important to ask yourself four key questions.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A special needs trust helps care for a special needs child when you’re gone.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.