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The Camarda Difference Slideshow with Dr. Jeff Camarda

Camarda Wealth Advisory Group
Vlogs

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?

  1. Comprehensive Total Wealth Care all in-house*
  2. Transparent fee-only fiduciary – no hidden commissions or costs – know exactly what you pay.
  3. Dedicated Personal Wealth Advisor & advanced team quarterbacked ongoing wealth plan
  4. Actively managed portfolios, designed to lessen the impact of big drops on your portfolio’s growth.
  5. Decades-long national reputation – See Awards and Recognition Page for details
  6. In-house Portfolio Management Board led by CFA®s & Ph.D.s
  7. Custom portfolio planning with personalized investment policy statement
  8. Can keep existing investments & manage 401k(s) in place
  9. In-house* trust review/design & estate planning – avoid tax, protect family wealth
  10. Tax/CPA, attorney, portfolio, and financial planning teams are all in-house*
  11. Tax strategy expertise – potentially convert millions of avoidable taxes to family wealth
  12. PhD-led retirement accumulation & retirement income planning
  13. In-house legal documents design, preparation, delivery & execution
  14. Asset protection expertise & structures: kids’ divorce, financial predators & lawsuit protection
  15. Astute business consulting, real estate investment & management, and other advice
  16. Complete tax, accounting, payroll & business services available in-house*
  17. Fiduciary insurance advice – no commissions or product sales
  18. Highly educated & credentialed – relentless study to supercharge your wealth
  19. 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 and Family Wealth Education Institute (“FWEI”), an educational company, offering wealth education content

to consumers and advisors. We will share information regarding you and your relationship with us between our affiliated companies and may market products or services to you based on personal information collected or compiled by any of our affiliated entities. This information may include, among other relevant eligibility information, your income, your account history with us, insurance, tax information, estate planning or other needs revealed through financial planning, consulting or other advisory services, and/or other financial information revealed during meetings with us.

IMPORTANT  BLOG DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Camarda Wealth Advisory Group -“CWAG”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from CWAG.  Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of CWAG’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: CWAG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CWAG’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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