Services

COMPRE­HENSIVE WEALTH MANAGE­MENT Proactive Portfolio Management & Growth Why It Matters So MuchMany 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…

INVESTMENT MANAGEMENT Proactive Portfolio Management No Matter the Market Camarda’s investment philosophy is proactively managed hedged growth. We seek to be proactive. We watch the markets closely and are prepared to move quickly when we deem it prudent to protect…

RETIREMENT PLANNING Can You Still Retire with More Than Enough? When most folks worry about retirement, the biggest concern seems to be having enough money to sustain their current lifestyle. Big concerns and questions like,          …

FINANCIAL PLANNING Goal-Based Planning Goal-based financial planning is a “total wealth” approach that focuses on a client’s big picture. Instead of looking at just short-term investment performance or developing a long-term retirement funding plan, it identifies and balances all of…

ESTATE PLANNING AND TRUSTS Building Generational Wealth is No Accident Estate planning is one of the most confusing and often-bungled areas of wealth planning. Poor planning often exposes millions of dollars in family wealth to needless taxes and other losses.…

Strategic Asset Protection Planning Protect Your Family Wealth from Lawsuits, Financial Predators, & Kids’ Divorce Losing family wealth to lawsuits, children’s divorces, or other financial attacks can be financially devastating. Surprisingly, most successful families are extremely exposed – and don’t…

STRATEGIC TAX PLANNING Taxes Saved is Wealth Earned Saving avoidable taxes can be one of the most powerful ways to accelerate and protect personal wealth. Knowing how to convert legally avoidable taxes to family wealth is like turning lead into…

Business Owner Planning & Liquidity Event Guidance As business owners ourselves, Camarda knows how to maximize the wealth power of family businesses. We can show you how to capture valuable opportunities other advisors may have missed. Unlocking Business Success: Our…