Enjoy the lifestyle you’ve worked hard to achieve.

Our Values

CONFIDENCE
Its a privilege to get to know our clients and help them.

Equity Compensation

COMPANY STOCK
Our clients come to us with a large range of planning needs.

Our Approach

FEE ONLY
A better way to provide advanced planning strategies.

How CAM Invests

EVIDENCE-BASED PHILOSOPHY
We assume that tomorrow won’t be like yesterday.

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 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.

Schedule a call

Why choose CAM?

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

Picture of stacked gift boxes with a bow on the top one, a note: "just for you"

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.

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

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.

Discovery

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

Recommendation

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

Implementation

Our commitment to take action on recommendations and move forward.

Continuous Review

Discuss progress toward your goals and advanced planning objectives.

Financial Planning Process

Want To Learn More?

Check out our latest articles and research

“Math is Math” – Reviewing Q2 2022

Disciplined investors view a bear market as a great opportunity to invest available cash into stocks trading at deep discounts. But those who fled the market in early 2020 struggled with staying disciplined. Their fears, emotions, and worries about a very uncertain world got the best of them. These same investors are likely not viewing the current stock sell-off as a buying opportunity. As we like to say, “Math is math” and perhaps it really is an opportunity for many of us given these lower prices.

Learn More