PLANNING

Providing a better way to protect your financial health  

By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships for our clients. Our advanced planning solutions are designed to help families, business owners, and busy corporate executives make smart decisions. We utilize a multigenerational approach that provides measurable benchmarks with a focus on:

Advanced Planning

Withdrawal Policy Statements (WPS) for retirement
Tax planning for individuals
Longevity strategies
Asset protection and estate review

Our Systematic 
Investment Approach

Evidence-based investment philosophy
Custom retirement income solutions
Inflation protection and volatility strategies
High yield cash management

RETIREMENT INCOME

Our firm recognizes the hurdles investors face as their human capital changes over time, especially when they need to establish sustainable lifetime income. To help our clients accomplish this, we provide the following:
- Tax efficient withdrawal strategies
- Roth conversion and tax analysis
- Optimization of Social Security
- Managing sequence of returns risk
- Medicare transition
- Retirement Income Equation

ESG AND SUSTAINABLE
INVESTMENT STRATEGIES

Low-cost evidence-based global equity strategies
Sustainable real estate portfolio
Managing for risk and return while
achieving investment goals.
CAM's strategic investment partner, Sam Adams, CEO of Vert Asset Management shares their mission about investing for sustainability in real estate.
Create Your Plan

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