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About the Report

We believe that wealth planning – properly done – takes a dedicated team of highly trained specialists to strive for optimal results. That’s why Camarda Wealth uses our own five-member, institutional-grade Portfolio Management Board, a dedicated trader/portfolio accounting specialist, and a dedicated personal portfolio advisor for each client. Our team also has highly trained tax, retirement, estate and asset protection planning experts, insurance analysts, carefully selected outside attorney and CPA practitioners and more.

Unlike “jack of all trade” advisors who might say they do everything but really spend most of their time hunting new business, the Camarda team is laser-focused on savvy wealth advice that targets uncommon value and solid results.

Feel like your advisor might be dropping some balls? Get solid tips from our Total Team to discover what you’ve been missing. Our FREE Top 7 Team Tips report is short and easy to read, and could really help supercharge your wealth! Download our Top 7 Team Tips now!

Get easy-to-use detail on:

  • Is your advisor looking out for you?
  • Do you know your true investment costs?
  • Are you overpaying for insurance you don’t need?
  • Is your estate plan right for you?
  • Are needless taxes suffocating your wealth?
  • Will you run out of money?
  • Is your financial planning working against itself?

 

  • About the Author, Dr. Jeff Camarda

    Dr. Jeff CamardaJeff founded Camarda Wealth Advisors in 1993 and is a nationally-recognized expert of financial planning and wealth management. He is the subject of several Wall Street Journal articles, the host of the Wealth Education Radio show, has been named “one of the best financial advisors in America” by Barron’s, and WORTH magazine recognized him as one of the “Top 250” financial advisors in the U.S.

    Dr. Jeff Camarda,
    CFA®, E.A., PhD Financial & Retirement Planning
    Previous Certifications: CFP®, ChFC®, CLU®, MSFS®, CFS®, BCM™
    Firm Chairman, CEO, Chair Portfolio Management Board

    Real Wealth Leadership™