What You Can Expect as a Campbell Wealth Client

The Experience

At Campbell Wealth Management, we know that a team-based approach leads to better results for our clients. Yes, your dedicated CFP professional is smart, but more importantly, they are an advocate for you, legally obligated to act in your best interest. We are specialists. You wouldn’t go to a pediatrician to get your knee replaced. Why would you depend on the same person and strategies to get you to retirement as you would to get you through retirement?

The Advice

We know money can be uncomfortable. We’re here to make it fun.

Here’s Our Advice:

Straight-Line Goal Planning
Forward-Looking Tax and Income Planning
Active Investment Management for Retirees
Efficient Estate Planning

The Advice

We know money can be uncomfortable. We’re here to make it fun.

Here’s Our Advice:

Straight-Line Goal Planning
Forward-Looking Tax and Income Planning
Active Investment Management for Retirees
Efficient Estate Planning

The Finances

Our team of professionals will help create the best financial plan for you.

The 25-person team is at your disposal. Beyond that, every family has a dedicated team led by a CFP professional as their primary advocates.
Our clients are lifelong learners—we offer timely retirement classes around deadlines and legislative changes. In 2020, we taught over 100 classes.
Quarterly video investment education on your portfolio and how you’re positioned in the current environment.
Investment letters surrounding significant changes in your portfolio, the markets, or the economy.
Real-time account access on a customized portal, built for you.

The Fulfillment

We work to prioritize your fulfillment in retirement.

Retirement isn’t the destination. It’s the bridge. We have compiled the research of the top financial planning and aging programs in the country to help you design and reach your ideal island. We do “Why-Based Planning.”
Quarterly Wellness and Wisdom events- physicians, yoga instructors, travel experts, you get the picture. If we think they can improve your life in retirement, we will get them in front of you.
Client communities- When you step away from work, you often lose some of your identity, structure, and relationships. Our client events are built around our client’s passions—Travel, Food & Wine, Health & Fitness, and Grandkids. Those passions create community. Community creates relationships.
We facilitate giving back—we lay wreaths, collect toys, write checks and try to make the world a better place.

The Fulfillment

We work to prioritize your fulfillment in retirement.

Retirement isn’t the destination. It’s the bridge. We have compiled the research of the top financial planning and aging programs in the country to help you design and reach your ideal island. We do “Why-Based Planning.”
Quarterly Wellness and Wisdom events- physicians, yoga instructors, travel experts, you get the picture. If we think they can improve your life in retirement, we will get them in front of you.
Client communities- When you step away from work, you often lose some of your identity, structure and relationships. Our client events are built around our client’s passions—Travel, Food & Wine, Health & Fitness, and Grandkids. Those passions create community. Community creates relationships.
We facilitate giving back—we lay wreaths, collect toys, write checks and try to make the world a better place.

The Result

The result is a holistic plan.

Picture a day when you sleep soundly at night knowing that you have enough and that it won’t run out.
Picture a day when you look across the dinner table at your family knowing that they will be left with a check, not a mess.
Picture a day when your financial firm doesn’t just manage your money, they improve your life.