KCA Wealth Management

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

3806 Market St Ste 1, Camp Hill, Pennsyl...

Phone Number

(717) 774-7080

Revenue

$6.3 Million

Industry

Finance Securities Trading

About KCA Wealth Management

KCA Wealth specializes in comprehensive holistic financial planning, offering services such as retirement income planning, investment planning, risk management, estate and trust planning, tax planning, and business succession planning. Their target clients are successful individuals seeking coordinated financial care to protect and preserve their financial future. With a multi-disciplinary team of credentialed specialists, KCA Wealth emphasizes a concierge approach to financial health, ensuring that all aspects of a client's financial life are aligned and optimized. The firm operates with a commitment to fiduciary responsibility, prioritizing client care and accountability in every interaction.Explore more
KCA Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

KCA Wealth Management Org Chart

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Wealth Planning Advisor & Vice President

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NA
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Wealth Management Associate

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MS
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Paraplanner Wealth Management Associate

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Paraplanner

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Wealth Planning Advisor

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Compare Similar Companies to KCA Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KCA Wealth Management

$6.3M
11-50
Private
-
2015
VC
Vincent CatalanoWealth Planning Advisor & Vice President
<$5M
1-10
Private
-
2006
MB
Makayla BurksClient Service Administrator
Illustration of an envelope

KCA Wealth Management Tech Stack

A closer look at the technologies used by KCA Wealth Management

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Frequently Asked Questions Regarding KCA Wealth Management

What is KCA Wealth Management's official website?
KCA Wealth Management's official website is www.kcawealth.com
What is KCA Wealth Management's Revenue?
KCA Wealth Management's revenue is $6.3 Million
What is KCA Wealth Management's SIC code?
KCA Wealth Management's SIC: 62,628
What is KCA Wealth Management's NAICS code?
KCA Wealth Management's NAICS: 52,523
How many employees does KCA Wealth Management have?
KCA Wealth Management has 11-50 employees
What industry does KCA Wealth Management belong to?
KCA Wealth Management is in the industry of: Finance, Securities Trading
What is KCA Wealth Management competition?
KCA Wealth Management top competitors include: Weinberg Financial Advisory, Rogers Financial Group
What technology does KCA Wealth Management use?
Some of the popular technologies that KCA Wealth Management uses are: Barracuda Networks, Google Font API, Microsoft 365, Google Tag Manager
How do I contact KCA Wealth Management?
KCA Wealth Management contact info: Phone number: (717) 774-7080 Website: www.kcawealth.com
What does KCA Wealth Management do?

KCA Wealth specializes in comprehensive holistic financial planning, offering services such as retirement income planning, investment planning, risk management, estate and trust planning, tax planning, and business succession planning. Their target clients are successful individuals seeking coordinated financial care to protect and preserve their f... inancial future. With a multi-disciplinary team of credentialed specialists, KCA Wealth emphasizes a concierge approach to financial health, ensuring that all aspects of a client's financial life are aligned and optimized. The firm operates with a commitment to fiduciary responsibility, prioritizing client care and accountability in every interaction.Read More

What are KCA Wealth Management social media links?
KCA Wealth Management Linkedin page KCA Wealth Management Twitter page KCA Wealth Management Facebook page
Is KCA Wealth Management a public company?
KCA Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about KCA Wealth Management

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