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
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Do you understand these common mobile slang terms?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding the cycle of investing may help you avoid easy pitfalls.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Make your retirement as exciting as your next vacation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Peer-to-peer payment apps are one of the newest ways to send money.