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.
The process of formulating, implementing, and monitoring financial decisions into an integrated plan that guides one to achieve their financial goals.
The practice of managing total wealth over time while maintaining an acceptable level of investment risk.
A process that matches a client’s goals, needs, attitudes, and financial circumstances with available tax planning options.
How to create sustainable lifetime income is often the focus, but retirement planning also helps establish a plan for your future.
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.