Newsletter

November 2019

admin November 7th, 2019

This month, we’re doing something a little different. Instead of the monthly cover letter from Kelly Campbell, we’re shifting the spotlight to Kim Campbell! As you may know, Kim is CWM’s Director of Finance and Kelly’s wife and longtime business partner.

I’ve been with Campbell Wealth Management for 20 years. In that time, I’ve been a part of many transitions, watching many of our clients ease into retirement. I’ve seen as their kids go off to college and start families of their own, each on their own journey.

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October 2019

admin October 7th, 2019

When a hurricane comes, it’s never a surprise. These storms are tracked for several days before they make landfall, giving residents a chance to prepare. Other types of storms, like tornadoes, can appear with little to no warning. In one moment, there’s nothing, and in the next, there’s a path of destruction.

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September 2019

admin September 7th, 2019

We have people referred to us by our clients on a regular basis. Many times, the folks who get referred to us are getting close to retirement. They may be a few years away, but many think they are in pretty good shape to make that retirement happen on their terms. Based on our experience and planning, their income plans typically tell a very different story.

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August 2019

admin August 7th, 2019

Many of our clients over the years have grandkids, and I’ve heard how challenging it can be to really connect with younger generations. As a parent, there are times when I’m with my kids and I think to myself, "We live in such different worlds." They have their interests and passions, and I have mine. But I’ve gotten better at connecting with them.

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July 2019

admin July 12th, 2019

I’ve been rebuilding my basement. We first moved into our house in 2004. We used to have a smaller, one-story ranch house, but Kim and I decided we wanted a larger home for our growing family.

So, toward the end of 2003, we moved out of our ranch house and had it torn down. Over the next year, we had a new house built on the property.

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June 2019

admin June 12th, 2019

It was the summer of 1981. I was going into in my junior year of high school when one event changed the course of my life forever. I grew up in Edgemere, Maryland, just outside of Baltimore. Edgemere was a relatively quiet town — a suburb with rows of homes and plenty of yards for the neighborhood kids to run around in. It was a slice of Americana.

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May 2019

admin May 6th, 2019

Early last month, I attended a conference in Denver where they brought in Jesse Itzler as the keynote speaker. Jesse is the cofounder of Marquis Jet, a company he helped build from scratch only to sell it to Warren Buffett’s Berkshire Hathaway five years later. Jesse is also one of the owners of Zico Coconut Water and an owner of the NBA team the Atlanta Hawks. He is married to Sara Blakely, the founder of Spanx.

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April 2019

admin May 6th, 2019

It has been a really eventful start to spring for the Campbell family! It seems with all the great things happening at the Campbell Wealth Management office, I haven’t had a chance to share what’s been going on in the lives of my family. So, let’s catch up a bit!

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25

Years in Business

370+

Clients

$600MM

Assets

22

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