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That’s a Wrap, 2022

We started 2022 with a bang – the celebration of CAM’s 5th anniversary as a firm. To mark this momentous occasion and grow closer as colleagues, we met in Austin for our first team gathering since covid began. During our January meeting we set lofty goals for ourselves and our service to our clients. Now that the year is almost over, we can proudly say that we have achieved our goals and are very pleased with the feedback we received from our clients!

Client Feedback – What It’s All About

Late in 2022 we sent out a survey to hear how the client experience has been working with CAM. Client feedback is the most critical and necessary evaluation needed for us to continue to serve clients well and strive to do even better.

We were proud to hear that of those who completed the survey, they rated overall satisfaction with the relationship a 4.9 out of 5! Getting to know our clients, understanding their cares and dreams, and helping them live their best lives is why we are in this business. When we saw a 4.7 out of 5 rating on “My advisor cares about me beyond my investments” – we felt that our clients truly see us. We do care about them – immensely! Over the next year we want to focus on what many said would be helpful – investment strategies to maintain sufficient assets, tax planning and creating meaningful visions for the next phase of life.

We also updated our website in July 2022. This new beautiful and informative site has allowed us to post weekly blogs and educational content that addresses every day topics and questions. Many ideas come from conversations with clients.

As we complete year end tasks, we look to 2023 with excitement. Our hearts are full knowing we have earned the trust and satisfaction of our clients – cheers to a new year with you!

M & A Consulting Group, LLC, doing business as CAM Investor Solutions is an SEC registered investment adviser. As a fee-only firm, we do not receive commissions nor sell any insurance products. We provide financial planning and investment information that we believe to be useful and accurate. However, there cannot be any guarantees. 

This blog has been provided solely for informational purposes and does not represent investment advice or provide an opinion regarding fairness of any transaction. It does not constitute an offer, solicitation or a recommendation to buy or sell any particular security or instrument or to adopt any investment strategy. Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss. Tax planning and investment illustrations are provided for educational purposes and should not be considered tax advice or recommendations. Investors should seek additional advice from their financial advisor or tax professional.

As Director of Client Communications, Alyssa engages with all of the firm’s clients to better their experience and make a positive impact on their lives. As an Associate Wealth Advisor and member of the Investment Committee she specializes in working with women, mid-career professionals and families. As an advisor that embodies all these characteristics herself, she is able to easily connect with her clients and their lives.