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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

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

 

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Tax Freedom Day

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

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.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Saving for College 101

Here’s a crash course on saving for college.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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