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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

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Managing Your Lifestyle

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

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

 

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Tax Freedom Day

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Your Cash Flow Statement

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

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

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Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Saving for College 101

Here’s a crash course on saving for college.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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