Do you work with clients out of state?
Technology has made it much easier for us to work [...]
How do I know I can trust Campbell Wealth?
Trust is our main focus at CWM. We also understand [...]
Who will be my point of contact at CWM?
Each client has a relationship manager or RM who is [...]
What is the process for becoming a Campbell Wealth client?
All prospective clients go through a full financial planning process [...]
Who is your typical client?
Campbell Wealth Management is the only Barron’s top-ranked firm in [...]
What is your portfolio management strategy?
Our investment management team actively manages passive, low cost, indexed [...]
How is wealth management different from money management?
We define wealth management as the intersection of financial planning, [...]
How have your portfolios performed over the last 10+ years?
We can discuss our average return expectations and goals. However, [...]
Do your people have credentials?
All of our client-facing people are licensed and have passed [...]
Do you complete a financial plan for every client?
We take every client through our financial planning process (Right [...]
