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 advisors, our Total Wealth Care, Proactive Planning, and a track record of National Recognition.
We’ll discuss what to expect with Wealth 360 Review & How to get started with Camarda Wealth. Watch here and feel free to Read our Camarda Difference Brochure yourself here.
What are the key facts I should know in considering Camarda as my advisor?
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Comprehensive Total Wealth Care™ all in-house*
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Transparent fee-only fiduciary – no hidden commissions or costs – know exactly what you pay.
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Dedicated Personal Wealth Advisor & advanced team quarterbacked ongoing wealth plan
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Actively managed portfolios, designed to lessen the impact of big drops on your portfolio’s growth.
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Decades-long national reputation – See Awards and Recognition Page for details
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In-house Portfolio Management Board led by CFA®s & Ph.D.s
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Custom portfolio planning with personalized investment policy statement
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Can keep existing investments & manage 401k(s) in place
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In-house* trust review/design & estate planning – avoid tax, protect family wealth
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Tax/CPA, attorney, portfolio, and financial planning teams are all in-house*
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Tax strategy expertise – potentially convert millions of avoidable taxes to family wealth
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PhD-led retirement accumulation & retirement income planning
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In-house legal documents design, preparation, delivery & execution
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Asset protection expertise & structures: kids’ divorce, financial predators & lawsuit protection
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Astute business consulting, real estate investment & management, and other advice
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Complete tax, accounting, payroll & business services available in-house*
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Fiduciary insurance advice – no commissions or product sales
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Highly educated & credentialed – relentless study to supercharge your wealth
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Fully disclosed fee structure aligns our interests– the better you do, the better we do
*Camarda is affiliated through common ownership and control with TaxMaster.US, LLC (“TaxMaster”), a consulting firm providing estate planning, business planning, insurance consulting, tax services, accounting, and/or other non-investment advisory services to its clients. For more information, please visit our Privacy Policy.