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Enjoy the lifestyle you’ve worked hard to achieve.

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Your Path Is Unique

There are not enough hours in the day to do it all yourself. All your questions and needs are welcome at CAM, we’re here to help.

Whether you are a busy entrepreneur, thriving professional trying to save for retirement or a working parent – it’s hard to juggle all of life’s responsibilities. We understand, we have families too and want to provide the best for them

We are here to help you manage market uncertainty and tune out the noise, so you can sleep better at night.

Why choose CAM?

Our goal is to build and grow personal relationships with each client

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Boutique & Personal

As an independent firm, we have no corporate mandates to work with hundreds of clients per advisor, which allows us to deliver quality and personalized service to our clients.

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No Cookie Cutter Solutions

Customization is for you. Just as no two snowflakes are alike, the same goes for our clients. We design investment portfolios to best meet your own needs and circumstances.

Judgement free - like our friendly dogs, such as this beagle walking down a trail in the sun.

Judgement Free

Are you not too sure about your financial health? That’s okay – it can be overwhelming and sometimes complicated. No matter what your situation is, we accept our clients with open minds and hearts.

Our Process

Deciding who is going to help you accomplish your financial goals is a huge decision.

Through our process you get to know us and if we can help you before any commitments.

Intro Call

Are we right for you? Let’s hop on a 15-minute intro call.


An opportunity to understand everything that is financially important to you in seven key areas.


We will present a detailed, actionable plan that will serve as a roadmap.


Our commitment to take action on recommendations and move forward.

Continuous Review

Discuss progress toward your goals and advanced planning objectives.

Want To Learn More?

Check out our latest articles and research

Womens history month

Women’s Road to Financial Independence

How far have women in America come to gaining financial independence? Let's look at the history of where women started and how far we've come.
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The First Woman of Finance

In honor of Women's History Month, learn about the "First Woman of Finance" - Muriel Siebert.
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Non-working spouse

How Non-Working Spouses Can Save for Retirement

Can non-working spouses save for retirement? Absolutely! We have a few suggestions to get them started.
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Our Partners