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
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Understanding the economy's cycles can help put current business conditions in better perspective.
These food myths will really put a drain on your wallet.
Tips on insuring your teen driver.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Retirees traveling abroad need to know that their health insurance travels with them.
Five strategies for managing your student debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Why are 401(k) plans, annuities, and IRAs so popular?
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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.