
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.
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.
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.
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.
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.


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.
Learn More"If you fail to plan, you are planning to fail." – Benjamin Franklin
Helpful Content

What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.

Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.

The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How Income Taxes Work
A quick look at how federal income taxes work.
The Pros and Cons of Banking Your Money
The Pros and Cons of Banking Your Money
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
The Twelve Steps to Living Confidently: Goals
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Retirement Myths for Women
The number of men and women in the United States appears to be approximately equal . . . at first glance. Women walk a different path than men, and a much longer one. After the age of 40, women outnumber men in every age cohort.
Funding Your Future Health Care Needs
A little planning now can go a long way to help take care of yourself in the future.
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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.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.