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.™
â—ˆ Active Portfolio Management
â—ˆ Tax Reduction Advice
â—ˆ Asset Protection
â—ˆ Estate & Trust Planning
â—ˆ Retirement Income Mapping
â—ˆ Risk Management
â—ˆ 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
We work for you, not commissions. Pure fee-only wealth management, focused on maximizing your wealth.
Led by PhDs and CFA®s with decades of experience. Impressive credentials for the financial guidance you need.
Integrated CFA®/CMT® portfolio management, plus plans for estate, tax, retirement, & more.
What You’ll Learn
on Your 15-min Discovery Call
Summary of improvement opportunities
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
Camarda Wealth Blog
Market Insight: Updated Weekly
Our team shares market insights and tips on all important financial topics weekly. Here’s our most recent video relating to the markets: Watch here, read below, and don’t forget to subscribe! The Markets – Dec 3rd, 2024 IN THE MARKETS…
Mini-course: Avoiding Retirement Funding Mistakes
Whether you’re planning with an advisor or on your own, this webinar provides actionable steps to create a reliable retirement strategy and avoid common pitfalls Act Now to Get All 3 Free Offers- Acid Test Planning Software Bonus Estate &…
Mini-course: Tax Free Roth Strategies
High but poorly-planned taxes on IRA RMDs and other taxable distributions can erode your portfolio. Roths are tax free, but you have to pay the tax on the conversion first to there. The trick is doing conversions at low or…
What’s a Portfolio Stress Test? with Dr. Jeff Camarda
Schedule your free, personalized Portfolio Stress TestWhat is included in a Portfolio Stress Test? Join us in today’s video as we go through a Test Example with Dr. Jeff Camarda to help you understand the value of this 15-20 minute…
Webinar: Major Money Mistakes ​Most Millionaires Make
Advanced Wealth Webinar: Major Money Mistakes Most Millionaires Make And How to Fix Them Before It’s Too Late This webinar, designed by Dr. Jeff Camarda PhD, who has made a lifetime study of advanced wealth management, will focus on two…
The Camarda Difference Slideshow with Dr. Jeff Camarda
Join Dr. Jeff Camarda as he walks us through The Camarda Difference Slideshow. This video covers important differences between Camarda and what you may have experienced with previous advisors. Including our Real Fiduciary title, our credentialed and experienced team of…
Advanced Estate Planning & Tax Control Webinar
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…
Advanced Retirement Planning Webinar
Please have a look at my Advanced Retirement Planning Video Class. Designed for investors with $500K+, we think we’ve delivered some very advanced-level education in a fun, understandable format that provides actionable steps to supercharge your wealth. If you’ve got…
What Could You Achieve with Truly Customized Wealth Care?
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