Welcome to Campania Wealth Management
Imagine if you tried to build your dream house without a clear blueprint or professional support. Chances are, reality would not match your expectations.
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.
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.
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.
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.
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.
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.
Individuals and Families
Seize the future you desire with customized support and strategic planning through every life stage.Learn More
Balance your competing priorities with hands-on guidance that reflects the many concerns you must manage.Learn More
Receive objective guidance from professionals who know how to address the unique challenges and opportunities you face.Learn More
"If you fail to plan, you are planning to fail." – Benjamin Franklin
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Couples may be able to head off many of the problems in a marriage that money can cause.
This worksheet can help you estimate the costs of a four-year college program.
A collection of tips from professional travelers.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn when it may not make sense to file a claim on your home insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Smart investors take the time to separate emotion from fact.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
All about how missing the best market days (or the worst!) might affect your portfolio.