Cammiso, Wilson and Associates is committed to helping our clients achieve immediate and life-long goals by utilizing a customized and holistic approach to the planning and investment process. We believe that an individualized approach for each client is critical to the realization of their own individual needs and goals in life, whether those goals include retirement planning, education funding, tax minimization, philanthropic gifting, transferring wealth or managing liabilities.
We work extensively with active duty and retired military and their extended families, as well as with a wide variety of other clients with unique needs, including corporate executives and business owners.
Our mission is to provide superior service with the highest level of integrity, to educate our clients regarding their financial lives, and to provide customized advice and guidance, based on sound wealth management strategies, that will help them to achieve their goals.
It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.
CIMA®, 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.
