fbpx

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®!

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!

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.

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.

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.

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.

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

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.

Portfolio Management with Full Service Financial Planning & Wealth Management

OUR SERVICES

Comprehensive Wealth Management

» Read More

Investment Management

» Read More

Retirement Planning

» Read More

Financial Planning

» Read More

Estate Planning and Trusts

» Read More

Asset Protection from Lawsuits, Financial Predators & Kids’ Divorce

» Read More

Strategic Tax Planning

» Read More

Business Owner Planning & Liquidity Event Guidance

» Read More

Comprehensive Wealth Management

» Read More

Investment Management

» Read More

Retirement Planning

» Read More

Financial Planning

» Read More

Estate Planning and Trusts

» Read More

Asset Protection from Lawsuits, Financial Predators & Kids’ Divorce

» Read More

Strategic Tax Planning

» Read More

Business Owner Planning & Liquidity Event Guidance

» Read More

Camarda Wealth Blog

How Much Could Your Stocks Lose in Another Tech Crash?

Does your investment portfolio have more tech than you think? Increasingly, tech drives the world, and no, that’s not a Tesla joke! And there’s no mistaking that as the economy becomes more tech-centric, the stock market becomes increasingly dominated by…
Read More

Market Update: June 10th, 2024

IN THE MARKETS The major indexes ended mixed for the week, as investors appeared to weigh contradictory data from the week’s busy economic calendar. The S&P 500 Index and technology-heavy Nasdaq Composite reached record intraday highs, but the smaller-cap indexes…
Read More

The 3 Big Risks Investors Face Now

I see three big dangers to your financial security and retirement well-being and income. Risk of a long and deep market crash. Since COVID, stock market valuations have been flying very high. Are we seeing another tech-stock-driven “bubble”? Bubbles always…
Read More

What Could You Achieve with Truly Customized Wealth Care?

Get to know us.
Click to set up a quick intro call & wealth enhancement assessment.