Services

Wealth Planning

Campbell Wealth Management’s seasoned specialists in asset allocation, investment planning and estate distribution formulate a comprehensive accumulation and preservation plan that seamlessly addresses all your needs and goals. We approach wealth planning with the clear understanding that every client has different objectives. Whether their priorities focus on economic return, tax efficiency, or the development of strategies that protect wealth, we have the flexibility and know-how to offer solid financial strategies in pursuing their goals.

Investment Management

Our investment management strategies include advisory and investment services. We can address a spectrum of goals - from preserving principal to maximizing growth. Our team members’ extensive knowledge and professional dedication means your financial plan will be seamlessly coordinated and professionally managed, even in the most challenging economic climates.

Alternative Investment Management

Examples of alternative investment strategies include long-short equity, event driven investments, real estate, investment trusts, and funds of hedge funds. Short bias, global macro, and equity market neutral are other alternative tactics we will explore when the timing and circumstances are right for a particular client’s portfolio.

Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio/  The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

Educational Workshops

Empowering individuals to make their own intelligent choices about money, investing, and personal finance is at the heart of our various educational workshops. Information is power, and by being informed about your many monetary options you’ll have an edge over other investors when it comes to financial decision making.

Estate Planning

Your greatest gift to your children is your legacy, so why not ensure that it is handled properly? Setting up an estate plan as part of your overall wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We can coordinate with your attorney or one of our own to implement your estate plan from beginning to end; reposition assets to reduce or eliminate estate taxes; retitle assets to avoid probate; and formulate bi-annual estate planning reviews.

Small Business Planning

Campbell Wealth Management’s business planning professionals will advise you on employee retirement plans, executive compensation, business buy-sell/continuity tactics, and countless other crucial small business issues. We will meet with you and the key members of your company, on a complimentary basis, to determine how we can best meet your needs.

Trust Services

We provide access to comprehensive trust services customized to meet your individual needs. From Revocable Trusts and Charitable Remainder Trusts to Irrevocable Life Insurance Trusts, Campbell Wealth Management offers a variety of trust services to help meet every client’s need.

Life Insurance Services

From choosing the best life insurance provider to evaluating current policies to ongoing policy and dividend management, we take the worry out of your insurance situation and help make certain that the life you’ve invested so hard in provides fair compensation to remaining family members and loved ones.

Health Insurance Services

We can help you make an educated decision in finding the ideal health insurance policy – or review your current health plan to ensure it’s working for you. From indemnity plans to managed care plans to government-funded plans, our expert staff knows the ins and outs and is dedicated to going the extra mile in managing your specific situation.

Risk Management Planning

Our risk management team will examine your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to prevent unexpected events from wreaking havoc on your future plans. Other risk management strategies include transferring the risk to another party, reducing the negative affect of the risk, and accepting the consequences of a particular risk.