We are proud of three pillars that make up the Camarda Wealth difference that we believe serves as a strong foundation for us to deliver excellent wealth management services.
Our Family Approach
Camarda Wealth is a family-oriented company. This is not just because we have family members that work within the organization, nor is it because we focus on working with families, but more because we make a constant effort to treat our clients like they are part of our family. Our relationships begin by caring for our clients, building trust and communicating often in an effort for them to best meet their financial goals.
It brings us great satisfaction that our clients do not feel like they are just a number, as they might be treated if they chose to work with a much bigger national company. Instead, we partner with our private wealth clients so they can live the lives they want through retirement and beyond and help them plan to leave a legacy for their family.
Just like many of our successful clients, we believe a family approach includes supporting our local community. For that reason we foster an environment for our entire team to give back.
Clients’ Interests Come First
As a fiduciary, we put our clients’ investments first. This has been at the core of how we do business since 1998.
It is hard to believe, but there are still many in the industry that are commission based. These competitors can make more for themselves if they sell expensive products, or make unneeded trades. In contrast, we do well if our clients do well. This controls conflicts of interest.
Our promise: We put our clients’ best interests above our own.
Expertise
We are dedicated to education and training. In a field as complex as medicine or law, it is surprising that financial advisor licenses can be acquired in just a couple of weeks and require no formal education whatsoever. In contrast, our firm is led by an extremely highly credentialed advisor, with both a master’s degree and a PhD in financial planning, as well as being a CFA® and EA tax expert.
Beyond investment management, Camarda Wealth helps our clients in other critical areas connected to comprehensive results. For example, we offer retirement income and life cycle modeling, asset protection from financial predators, astute tax reduction planning and advanced estate and trust planning.
In fact, Camarda Wealth has been nationally recognized for excellence for more than two decades.
