Newsletter

November 2018

admin November 14th, 2018

Continuing all that talk about change from last month, I can report that things have started to settle down just a bit at Campbell Wealth Management.

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October 2018

admin November 7th, 2018

Change isn't always easy, but it often comes with benefits. By now, you've heard about many of the positive changes we've been implementing at Campbell Wealth Management. We've moved into a new office and rolled out new technologies, plus we have a few new systems and processes in place.

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September 2018

admin September 5th, 2018

As you may have heard, there are a few improvements coming to Campbell Wealth Management and your client experience! Last month, I detailed a few of those upgrades. One of the biggest upgrades you can expect is the implementation of Black Diamond, a portfolio management platform. It will be an online portal where you can see everything related to your portfolio and investments. This upgrade, along with others we will be rolling out in the coming months, represents our continued commitment to deliver the best client experience possible.

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August 2018

admin August 7th, 2018

Over the past few months, the Campbell Wealth Management team and I have been reviewing the services we provide toyou. Following the review, we decided it would be a great time to enhance your client experience. We feel we can do better with our planning and reporting offerings.
So, I’m excited to announce a number of new changes coming to Campbell Wealth Management, each designed to make your experience that much better.

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July 2018

admin August 3rd, 2018

A lot of people have questions about retirement. They want to know if they’re making the right decisions and if they’re ready for retirement and the years ahead.

Because there are so many questions — and there’s so much information to share — about retirement, we decided to start a radio show. It’s a great way to answer your questions and offer some insight into retirement.

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June 2018

admin June 7th, 2018

Summer is just about in full swing for the Campbell family. Our youngest son, Carter, and I recently went deep-sea fishing. We found a spot off the Oregon Intel in North Carolina and hauled in 145 pounds of tuna. We were with two other people, and we ended up taking about 40 pounds of tuna home. Let's just say we had tuna all over the house for a while there.

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May 2018

admin May 18th, 2018

Recently, I was on a flight that was headed to Utah. Before takeoff, a flight attendant stood in front of all the passengers and went through the preflight safety checklist, as one expects. Hours later, as we approached our destination, we were treated to another, though much shorter, checklist: Seats and tray tables up. You know the routine.

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April 2018

admin April 6th, 2018

The time is quickly approaching for our oldest son, Connor, to leave for the University of Maryland. And he may be off sooner rather than later.

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12

25

Years in Business

350+

Clients

$500MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia