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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 each client has different objectives. Whether their priorities focus on economic return, tax efficiency, or the development of strategies that are designed with the goal of protecting wealth, we have the flexibility and know-how to offer solid financial strategies to assist them in pursuing their goals.
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.
Examples of alternative investment strategies include long/short equity and bond, event-driven investments, absolute return, managed futures, real estate and hedge strategies. 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.
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 to implement your estate plan from beginning to end; reposition assets to reduce estate taxes; retitle assets to avoid probate; and formulate bi-annual estate planning reviews.