“Our Wealth 360o is a comprehensive assessment of your total wealth situation. It encompasses investments, estate and trust, tax, asset protection, retirement, and much more.”

Build Generational Wealth

Request Your Wealth 360° & Portfolio Review Discovery Call

Our Wealth 360° is a comprehensive assessment of your total wealth situation. It encompasses investments, estate and trust, tax, asset protection, retirement, and more.

Fast & Simple Account Set Up

Setting up your account and transferring investments is easy with our fast and simple account set up paperwork – with YOUR name at an Independent Custodian.

Build A Customized Portfolio and Master Wealth Plan

We will work with you to create and implement a fully customized investment portfolio and a comprehensive wealth plan that takes into account your unique financial situation, goals, risk tolerance, and investment preferences.

Common Questions About Working With Camarda Wealth

Simply put, Camarda is a “fee-only” investment advisor. Unlike 90% of licensed securities investment advisors*, we don’t take commissions or any other undisclosed compensation. Many advisors can legally put their compensation above your financial well-being and take commissions, which can be hard to spot and cost a lot. We are a “true” fiduciary, always putting your interests first and accepting payments only from clients. Our fees are transparent, and clients only pay for the work they have asked us to do. We align our interests with yours, as your overwhelming satisfaction is our primary motivation.

*Derived from a Report from The Financial Industry Regulatory Authority: 2022 FINRA Industry Snapshot. FINRA. 2022. https://www.finra.org/sites/default/files/2022-03/2022-industry-snapshot.pdf

We are a fee-only fiduciary-no hidden commissions ever. You’ll always know exactly what you’re paying us. The fees charged depend on the percentage of your total investable assets being managed, and the percentage varies according to the wealth being handled by your planner. To determine the applicable fee structure for your account, you can reach out to a planner and answer a few questions to help prepare for your initial meeting.

If you’re currently working with an advisor, that is perfectly fine. It’s not uncommon for individuals to seek the services of multiple advisors or firms before finding one that is the right fit for their needs. We’re happy to offer you a complimentary Discovery Call, where you can get to know us and receive our team’s insight on how we can help you achieve your specific goals. You can use the information you learn from this call to discuss your options with your current advisor, or you can choose to become a client of ours. In that case, we will handle everything else.

To set up an initial meeting, you will only need to respond to a few queries. However, the more information you provide, the more productive your first meeting will be. If you’re ready to get started, you can click here for a Free Strategy Call to get to know us and fill out a short, general questionnaire. For more sensitive information, we will share a secure upload link.

Wealth 360o & Portfolio Review

Let’s get a full picture of your wealth health

It gives us both a very clear picture of challenges to overcome and opportunities to take advantage of. It also illustrates how all of your financial factors fit together, and how to make the structure more efficient.

As we go through your Confidential Financial Profile (CFP), we’ll create a clear picture of where you are, where you want to go, and how to better get you there. You’ll get specific advice on improvement areas, and we’ll build detailed notes on what we need to do to create your better wealth plan if you decide Camarda’s a fit.

We can typically complete this “Wealth X-ray” in thirty minutes or less, all completely confidential, of course. During the free session, you’ll get specific guidance on:

Improving your estate plan to better protect your family & avoid probate & guardianship

Protecting your wealth from lawsuits, children’s divorces, and financial predators

Strategies to manage or eliminate estate taxes to preserve your legacy & intergenerational wealth

Reducing or eliminating avoidable income tax to supercharge wealth growth

Screening advisors to avoid commissions, hidden fees, the poorly trained, and those with misconduct records

Stress Testing your portfolio including brokerage accounts, annuities, IRAs & 401ks to:

Assess fees & costs

Understand your asset allocation & risk profile

Get ratings on each of your investments & overall portfolio “GPA”

Assess any existing advisor conflicts of interest and fiduciary issues

Consider strategies for protection from market crashes

Insurance and risk management to cut costs & improve protection

Optimizing real estate & business investments, exploring missed tax opportunities

Understanding your retirement income prognosis & controlling the risk of running out of money

Much more, including other specific financial and wealth areas important to you

This service is typically worth several thousand dollars or more. We offer it free to qualified potential clients. It’s complimentary so that you can assess the quality of our work as you consider whether we are the sort of advisor that can make a bigger impact on your wealth planning.