Family wealth is important. To fund your lifestyle. To fuel family dreams. Supercharged wealth requires many skills. Estate planning. Trust design and execution. The right structures to protect assets from lawsuits, predators, & children’s divorce. Smart portfolio management & downside protection to preserve, protect and grow family wealth and retirement income. Astute insurance knowledge to cut costs but not the coverage you need. Wise real estate investment and business management counsel. And the master wealth skill, sophisticated tax expertise to smartly and legally cut tax to the bone.
Camarda puts these skills and more together in a way that can supercharge family wealth to an extent we think other advisors can’t dream of matching.