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Welcome to Campania Wealth Management


At Campania Wealth Management, we believe the same results hold true for wealth management. You can have visions for the future and a picture of your ideal financial life, but achieving these goals will be very challenging without the support and plan you need. From our experience, a customized, strategically implemented plan is a key differentiator between people who realize their financial dreams and those who settle for less.Imagine if you tried to build your dream house without a clear blueprint or professional support. Chances are, reality would not match your expectations.

Whether you’re a family, business owner, or corporate executive, our approach gives you an inclusive, action-driven plan for pursuing your goals and working to protect your family from financial risk.


Our Client Commitment

When you join our team as a client, we pledge to deliver the following four services to you in every step of our relationship.

  1. Outcome-Driven Planning

    At Campania Wealth Management, we believe the benchmark that matters in your financial life is whether or not you can achieve your goals. From our first meeting, you can expect us to customize a plan that lays out a series of steps and actions that will help you pursue the outcomes you desire.

  2. Balanced Wealth Management

    After we understand your goals and desires, we will use the tools at our disposal to implement a strategy for achieving your aspirations. Regardless of whether you have a plan in place, we believe that chasing hot stocks or attempting to time the market is a recipe for missed expectations and unnecessary risks. We focus on developing both an investment and savings plan that fits your risk tolerance and current life stage—while balancing your many financial priorities.

  3. Unbiased Guidance

    As an independent advisory firm, we don’t have corporate sales quotas or proprietary products. We have your interests in mind and focus solely on providing advice that suits you.

  4. Lifelong Support

    We are here to support you and your family today and for decades to come. As a multi-generational family firm, we bring both seasoned perspectives and fresh ideas to each client relationship. We are proud to unite our skills and passion to help the clients we serve make the most of their lives.

Contact Us

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Individuals and Families

Seize the future you desire with customized support and strategic planning through every life stage.

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Business Owners

Balance your competing priorities with hands-on guidance that reflects the many concerns you must manage.

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Our Approach

Receive objective guidance from professionals who know how to address the unique challenges and opportunities you face.

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"If you fail to plan, you are planning to fail." – Benjamin Franklin

Helpful Content

How Much Home Can I Afford?

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

 

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

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