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.
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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Five phases to changing unhealthy behaviors.
The true cost of raising a child may be far more than you expect.
Good employee health can be great for the company’s bottom line.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?