Camarda is committed to a team approach. Our system is based on the Mayo Clinic model, where a broad bench of dedicated individuals teams up to help maximize your family’s wealth. Including Ph.D.s with advanced tax and investment knowledge, we will work directly with you based on your individual needs and desires.
Central to our system is your Personal Wealth Advisor, your financial concierge, and wealth team leader. Your PWA is personally trained by Dr. Jeff and the rest of the senior team and committed to personally knowing you and your family, and to overseeing your Total Wealth CareTM.
Your Personal Wealth Advisor develops your Portfolio Plan, Investment Policy Statement, and ongoing Wealth Plan directly with you. They work closely with you to implement it, then regularly review and update it with you as the markets, and your feelings and needs, change. You’ll hear from your PWA regularly to report on investment and financial plan progress, answer your questions, and help make sure you feel in the loop and well-cared for.