CAM Private Wealth Services is an independent financial planning and wealth management practice that focuses on fully understanding each client’s long-term financial goals and designs customized strategies that helps preserve and build our clients’ wealth and their hard earned assets.

Whether it's the demands of family and career or the noise from the financial press about the volatility of the markets and the latest investment fad, today, more than ever, you deserve a financial advisory practice that is experienced, disciplined and independent to serve your investment needs.   In today's fast paced, global marketplace it's almost impossible for investors to stay focused on "the big picture".

It is our goal to provide discipline, structure and perspective to the dynamic process of growing and preserving our clients' wealth.  It's our mission to focus on "the big picture":  to help affluent individuals and their families achieve financial security and independence through the prudent, long-term growth of their savings and investments.

When we formed CAM Private Wealth Services, we did so on the belief that our clients would be best served in an independent setting.  We have no interests or agenda other than the success of our clients. Our experience, knowledge and access to leading research and contacts allow us to help clients navigate portfolios through all types of business and economic cycles. Our independence allows us to truly focus on what is best for our clients.

Our association with Wells Fargo Advisors Financial Network offers you the best of both worlds - access to the vast resources and financial strength of one of the nation's largest and most respected investment firms, combined with the continued service and advice you've come to expect from us. 

Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Newsletters

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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