“Tailored Wealth Solutions that Establish Meaningful Legacies”

At Camelotta, we are committed to providing comprehensive financial advice to high net worth individuals and families. Our family focus means we are uniquely equipped to address financial issues that face individuals within and across generations. The high caliber of our professionals and our solution oriented focus enable us to deliver innovative financial ideas and analysis. Our clients trust us for advice when planning for success in retirement, divorce, family legacies and education.

 

CUSTOMIZED ADVICE

 

  

We partner with a small number of select clients to identify and achieve their financial goals. We view our stable client list as one of the firms’ competitive strengths, favoring long term relationships with fewer clients, rather than seeking many clients with short-term needs. We are not limited to solely advising on investments and encourage clients to call with any financial question, big or small. However clients hire us not only for our accessibility; they also find value in the ability to “off-load” immense complexity and uncertainty onto our shoulders, where it is better managed.

We serve at the pleasure of our clients. We are committed to delivering innovative solutions to client needs. Truly objective advice: we have no affiliation with any brokerage, insurance company, mutual fund company, bank or law firm. We have made a conscious decision to avoid potential conflicts of interest with our clients – we are on the same side of the table. For example, we don’t make money by churning stock in client accounts; rather, our compensation is tied to asset growth. We do not take commissions, soft dollars, or any other form of compensation from anyone other than clients.

We help our clients succeed by creating a tailored process and implementing proven practices to manage their wealth. We monitor progress and assist each client as they pursue their life’s objectives. Every client’s strategy is unique. Rather than using canned software, we use a system of proprietary models to answer the specific questions that define their financial lives.



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