CAM Wealth works with uniquely successful individuals and affluent families, many of whom are retired or near retirement. This includes executives, professionals and retirees. Our clients represent a diverse set of occupations in many areas.
While their financial situations and experiences vary, we believe their common thread is a desire to build and preserve their wealth, while mitigating risks such as inflation, taxes and market fluctuations. We look to apply our knowledge, experience and capabilities to customize financial strategies that address the needs and concerns of each. We are very connected to the financial and personal lives of our clients, and pride ourselves on building loyal, long term relationships.