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
9 Facts About Social Security
There are things about Social Security that might surprise you.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Even low inflation rates over an extended period of time can impact your finances in retirement.
There are common mistakes you can avoid when saving for retirement.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?