Skip to content

What We Do

There is no crystal ball or some magically gifted person behind a curtain. At CAM, we bring a disciplined process to our financial planning and investment approach to give clients the highest probability of achieving their goals. Explore below to learn more.

Core Services

Financial Planning

The process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides one to achieve their financial goals.

Asset Management

The practice of managing total wealth over time while maintaining an acceptable level of investment risk.

Tax Planning

A process that matches a client’s goals, needs, attitudes, and financial circumstances with available tax planning options.

Retirement Planning

How to create sustainable lifetime income is often the focus, but retirement planning also helps establish a plan for your future.

Specialty Areas

Stock & Option Analysis

Stock options are a great way to build wealth, if you can navigate the jargon and properly consider taxes. We provide analysis and education to help you avoid costly mistakes.

Women + Wealth

We aim to educate and empower women to take control of their finances, feel confident in their decisions, and achieve their life goals.

As always, we are here to help

Learn about our menu of services and how our holistic planning approach can help you.