Fee-Only Fiduciaries Growing generational wealth for families since 1993
Nationally Recognized PhD-Led Wealth Management Team
Introducing Camarda Wealth
Don’t settle for ordinary financial advice! Discover Portfolio Plus Total Wealth Care.™
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Led by PhDs and CFA®s with decades of experience. Impressive credentials for the financial guidance you need.
Integrated CFA®/CMT® portfolio management, plus plans for estate, tax, retirement, & more.
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Summary of improvement opportunities
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Portfolio Management with Full Service Financial Planning & Wealth Management
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Camarda Wealth Blog
Market Update: May 7th, 2024
IN THE MARKETS Stocks ended higher following a volatile week featuring a raft of economic and earnings data. Growth stocks outperformed value shares, which were flat overall for the week. Small-caps outpaced large-caps, helping lift the small-cap Russell 2000 Index…
Advanced Estate Planning & Tax Control
Warning! Federal Estate Taxes can take nearly half of applicable family wealth, and are likely going much higher as the 21st Century progresses. If your family wealth is a few million to lots more, you are probably very exposed and…
Trust & Estate Planning Critical Principals
Dr. Camarda teamed up with “Super Lawer” John Crawford to teach the critical principals of effective family trust design and estate planning. Watch the video class to learn why trusts are so important even for the most basic estates, and…
Taxes in Retirement
Taxes may represent your greatest retirement risk, slashing spendable income and possibly increasing the chances of running out of money too soon. Dig into our taxes in retirement webinar, learn what risks you face and what tax control tactics –…
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