Unique, customized financial strategies that support your life goals…not the other way around.
Comprehensive, solution-oriented financial advice from the same side of the table
At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families. We accomplish this by organizing and simplifying the process of budgeting, investing, and holding on to wealth. Our clients trust us for advice when planning for success in retirement, divorce, family legacies, and education. We identify known and unexpressed needs and wants and develop a path towards making those desires a reality.
Socially Responsible Investment Management
We provide a low fee indexed asset allocation approach engineered to perform while decarbonizing your portfolio.LEARN MORE
Unique, Customized Financial Planning
We craft a unique, customized financial strategy as a living document that prescribes an investment strategy, a career strategy, and supports your life goals…whatever they may be.LEARN MORE
Accessible & Open-Minded Financial Consulting
Clients hire us not only for our accessibility; but they also hire us because they can off-load complexity and uncertainty onto our shouldersLEARN MORE
Learn Why We Make Each Client Feel Like They Are Our Only Client.
- Fiduciary focus: Client first policy that places a client’s needs before our own
- Our compensation is tied to asset growth, not by churning stock
- Broad, academic background with a focus on listening closely