We craft wealth strategies that serve our clients’ life needs.

The people we serve:

  • attorneys
  • business leaders
  • entrepreneurs
  • families

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Success depends almost entirely on how effectively you learn to manage the game’s two ultimate adversaries – the course and yourself.

Jack Nicklaus

Unbiased holistic high net worth wealth management & legacy planning for ultra & high net worth families, business owners, attorneys and entrepreneurs. From wealth preservation and legacy planning, to empowering entrepreneurial dreams, clients rely on Camden Capital to help them accomplish what they value most.

Clients rely on us to be well-prepared and positioned for the future. From wealth preservation and legacy planning to powering new ventures, our financial and investment acumen shapes opportunities to serve clients’ unique circumstances and life goals.

Our goal is to extend the power of our clients’ prosperity, preserve their assets, safeguard their way of life and help secure their financial well-being.

From wealth preservation and legacy planning, to empowering entrepreneurial dreams, clients rely on us to help them accomplish what they value most.

Comprehensive wealth management and life planning focused on wealth preservation for generations to follow. We are agnostic and have an advisory fee-based model. We provide access to institutional-level investments, including world class third-party managers, private equity funds and alternative investments.

Whether it’s setting up trusts for wealth protection and transfer, identifying the intangible aspects worthy of consideration for the dispositive terms of your documents, working with you to extend your values in your legacy plan or establishing a charitable giving approach, we help to form a plan tailored to your needs. A plan that will yield both peace of mind and a lasting legacy for you and your family.

Our advisors develop a comprehensive plan, customized to clients’ multifaceted goals and objectives of personal lifestyle, family, and charitable legacies. Financial planning services encompass evaluation of insurance, taxes, retirement and executive compensation planning, including stock option management and deferred compensation, with a keen focus on tax efficiency.