Find Your Balance.
The word camber by definition relates to shapes and angles. At Camber Wealth, our approach is to view every angle or possibility when we provide fiduciary-based advice about your retirement and wealth. This allows us to show you which angles or strategies may give you the best financial balance.
No matter where you find yourself on the road of life, we’ll help you strive to grow your assets, find your balance, and go further, faster.
And we do it all with the steadfast service and qualified expertise you expect from seasoned advisors.
So, what are the angles? Today’s world of personal finance is rather complex. The federal tax code alone can be overwhelming, and we are always searching to find as many tax efficiencies as possible. Investment vehicles galore—mutual funds, stocks, bonds, ETFs, REITs, commodities, currencies, and so on. But taxes and investment portfolios are just a piece of the picture. In addition, there are insurances to consider, trusts and wills, college costs for the kids or grandkids, new states you might move to, businesses you own, rental properties you manage…it’s nearly endless.
And yet, in all of this, Camber Wealth is here to guide you through every financial question in your life—to look at those questions from every angle we can. We believe working with a qualified personal advisor is key to analyzing your angles, finding your balance, and positioning yourself for long-term success.
Here’s one more angle for you: Our perspective about serving you, our client.
Your phone became ‘smart’ and your car has to be plugged in now. We know online viewing of your investments is commonplace and we spend hours every day in front of a screen. Yet in a world of digital, tech everything, and automation, we strive for the personal.
At Camber Wealth, there is no concern too small. We are about talking more than typing and collaboration with your other professional advisors such as your attorney and tax preparer.
People have individualized needs, so we tailor our service to you as a unique person.
Camber Wealth and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
