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Total Wealth Care^™

Learn how Camarda’s Total Wealth Care™ – Comprehensive Portfolio Management & Full-Service Financial Planning – Can Deliver the Fee-Only Fiduciary Expertise You Need to Cut Taxes, Plan Your Estate, Protect Your Assets & Optimize Your Retirement Goals & Income.

That’s Wealth Done Right®!

Book 15-min Wealth Review Call

Fee-Only Fiduciaries Growing generational wealth for families since 1993

Nationally Recognized PhD-Led Wealth Management Team

Introducing Camarda Wealth

Don’t settle for ordinary financial advice! Discover Portfolio Plus Total Wealth Care.™

◈ Active Portfolio Management
◈ Tax Reduction Advice
◈ Asset Protection
◈ Estate & Trust Planning
◈ Retirement Income Mapping
◈ Risk Management
◈ Much More

Full Service Financial Planning & Wealth Management

**That’s Wealth Done Right®**!

Watch Video to Learn What Your Wealth May Be Missing!

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No pressure. Just no-cost, personalized advice & a complementary wealth improvement assessment, plus an opportunity to interview us as a potential resource for your family.

Is Camarda the Best Advisor for You?
Five Key Differences

1. True Fiduciary & Pure Fee Only Keeps YOU First

We work for you, not commissions. Pure fee-only wealth management, focused on maximizing your wealth.

2. Credentialed & Experienced advisory team

Led by PhDs and CFA®s with decades of experience. Impressive credentials for the financial guidance you need.

3. One-Stop Portfolio Plus: The Easy Total Wealth Care^® You’ve Been Looking For

Integrated CFA®/CMT® portfolio management, plus plans for estate, tax, retirement, & more.

<img loading="lazy" decoding="async" width="500" height="500" src="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8.png" class="attachment-large size-large" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8.png 500w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8-300x300.png 300w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />

4. Active Portfolio Management Targets Growth AND Protection

Many advisors are religiously buy-and-hold or have similar passive strategies that make no effort to get out of the way of major market meltdowns. But if you’re hit with a bear market in or near retirement, wealth can be erased forever. We actively watch the markets- our goal: maximize gains and avoid big losses.

<img loading="lazy" decoding="async" width="500" height="500" src="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9.png" class="attachment-large size-large" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9.png 500w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9-300x300.png 300w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />

5. Decades of Repeated National Recognition

Don’t just take our word for it. With decades of experience in the field, we’re proud of our consistent national recognition. Click “Read More” to review details on our awards, national rankings, and featured publications.

<img loading="lazy" decoding="async" width="500" height="500" src="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8.png" class="attachment-large size-large" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8.png 500w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8-300x300.png 300w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-8-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />

4. Active Portfolio Management Targets Growth AND Protection

Many advisors are religiously buy-and-hold or have similar passive strategies that make no effort to get out of the way of major market meltdowns. But if you’re hit with a bear market in or near retirement, wealth can be erased forever. We actively watch the markets- our goal: maximize gains and avoid big losses.

<img loading="lazy" decoding="async" width="500" height="500" src="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9.png" class="attachment-large size-large" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9.png 500w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9-300x300.png 300w, https://camarda.com/wp-content/uploads/2023/08/Untitled-design-9-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />

5. Decades of Repeated National Recognition

Don’t just take our word for it. With decades of experience in the field, we’re proud of our consistent national recognition. Click “Read More” to review details on our awards, national rankings, and featured publications.

Meet Founder and Chief Wealth Planner

Read more about our team

What You’ll Learn

on Your 15-min Discovery Call

Summary of improvement opportunities

Portfolio protection tips

Pay less income tax

Reduce or avoid estate tax

Asset protection from lawsuits

Estate/trust plan review

Retirement plan overview

Portfolio protection tips

Pay less income tax

Reduce or avoid estate tax

Asset protection from lawsuits

Estate/trust plan review

Retirement plan overview

No pressure. Just no-cost, personalized advice & a complementary wealth improvement assessment, plus an opportunity to interview us as a potential resource for your family.

Book 15-min Wealth Review Call

Portfolio Management with Full Service Financial Planning & Wealth Management

OUR SERVICES

<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Comprehensive Wealth Management

» Read More

<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Investment Management

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<img loading="lazy" decoding="async" width="1024" height="442" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-1024x442.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-1024x442.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-300x130.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Retirement Planning

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<img loading="lazy" decoding="async" width="1024" height="589" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-1024x589.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-1024x589.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-300x173.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Financial Planning

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<img loading="lazy" decoding="async" width="1024" height="798" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-1024x798.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-1024x798.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-300x234.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Estate Planning and Trusts

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<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Asset Protection from Lawsuits, Financial Predators & Kids’ Divorce

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<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Strategic Tax Planning

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<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Business Owner Planning & Liquidity Event Guidance

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<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1160000566-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Comprehensive Wealth Management

» Read More

<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1384646810-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Investment Management

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<img loading="lazy" decoding="async" width="1024" height="442" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-1024x442.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-1024x442.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1287248808-300x130.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Retirement Planning

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<img loading="lazy" decoding="async" width="1024" height="589" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-1024x589.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-1024x589.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1469387313-scaled-e1690902076584-300x173.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Financial Planning

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<img loading="lazy" decoding="async" width="1024" height="798" src="https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-1024x798.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-1024x798.jpg 1024w, https://camarda.com/wp-content/uploads/2023/08/iStock-1383117081-300x234.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Estate Planning and Trusts

» Read More

<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1312337005-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Asset Protection from Lawsuits, Financial Predators & Kids’ Divorce

» Read More

<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1509049130-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Strategic Tax Planning

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<img loading="lazy" decoding="async" width="1024" height="683" src="https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-1024x683.jpg" class="attachment-large size-large wp-post-image" alt="" srcset="https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-1024x683.jpg 1024w, https://camarda.com/wp-content/uploads/2023/07/iStock-1413761479-300x200.jpg 300w" sizes="(max-width: 1024px) 100vw, 1024px" />

Business Owner Planning & Liquidity Event Guidance

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Book 15-min Wealth Review Call

Camarda Wealth Blog

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Advanced Estate Planning & Tax Control

Warning! Federal Estate Taxes can take nearly half of applicable family wealth, and are likely going much higher as the 21st Century progresses. If your family wealth is a few million to lots more, you are probably very exposed and…

wealth masterclass

Trust & Estate Planning Critical Principals

Dr. Camarda teamed up with “Super Lawer” John Crawford to teach the critical principals of effective family trust design and estate planning. Watch the video class to learn why trusts are so important even for the most basic estates, and…

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Taxes in Retirement

Taxes may represent your greatest retirement risk, slashing spendable income and possibly increasing the chances of running out of money too soon. Dig into our taxes in retirement webinar, learn what risks you face and what tax control tactics –…

asset protection

Advanced Asset Protection for Successful Families 101

Join us for our free webinar on advanced asset protection planning, and learn to fortify your family and business wealth before lawsuits or other threats emerge that can wipe you out or put a big dent in your retirement, legacy…

What Could You Achieve with Truly Customized Wealth Care?

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