Camp, Kavalieros & Associates
Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.
Merrill clients value an attentive and dedicated relationship with their advisor. We consider clients the CEO of their financial lives. We are often positioned as their primary advisor, who can analyze, formulate and communicate the actions required to successfully manage their financial strategy. Such clients would include families trying to preserve and grow their investments for current and future generations, and businesses looking for additional financial efficiency in their operations and personalized service for their retirement plans.
We foster close relationships with clients and work to understand the underlying motivation behind their financial objectives. By setting in place a clear, logical and achievable plan of action, we help clients pursue both their short and long term goals.
CFA, CPFA™, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
