As the Co-Founder of Kamphuis, Marcello & Searing Wealth Management, my primary goal is to bring my clients to Retirement and get them through Retirement, focusing on capital preservation.
For nearly 35 years, I have specialized in working with:
- High Net Worth Individuals
- Family Offices
- Corporate Retirement & Non-Qualified Retirement Plans
- Pension Funds
- Estate Planning
- Alternative Investments
I am committed to maintaining the high standards of integrity and professionalism in my relationship with you. I endeavor to know and understand your financial situation and provide you with only the high-quality information, services, and products to help you reach your goals.
Kamphuis, Marcello & Searing Wealth Management is an independent firm with securities offered through Summit Brokerage Services, Inc., member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers, LLC, a Registered Investment Advisor. This allows us to enhance the services provided to you because we have access to a wider array of investment products.
My Planning Team comprises tax attorneys, CPAs, and advisors like myself, that are committed to assisting clients with all their financial business transitions. Our highly experienced team can help our clients with capital gains tax and estate planning (probate avoidance) strategies.