Newsletter

February 2019

admin February 5th, 2019

I hope everyone’s new year is off to a great start! My year began on an interesting foot. During the holidays, we had an office get together. After the party, I was putting a table away when it slipped
and landed square on my left big toe. This was a 50-pound table, mind you. One trip to the emergency room later, as well as a consult with the podiatrist the next day, I knew why I was in so much pain. I had completely shattered the end of my big toe.

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January 2019

admin January 10th, 2019

The start of a new year is a time of beginnings. It’s about making positive changes and resolutions. But even with all this talk of change and setting goals, a lot of people don’t follow through. By the middle of February, about 80 percent of people have given up or forgotten about their resolutions, according to U.S. News & World Report.

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December 2018

admin January 5th, 2019

Several weeks back, I met with a good friend who’s a two-star general and a pilot. He graciously offered to take me and my kids out flying in his plane. I took him up on the offer, and we got together on a cold, windy Saturday
for the flight. We showed up bright and early at the Leesburg Airport, ready to go. But before any of us hopped onto the plane, we gathered around and watched as the pilot prepped his plane for the flight

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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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25

Years in Business

350+

Clients

$500MM

Assets

22

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