Camarda Wealth Advisory Group
About the Business
Camarda Wealth Advisory Group, located at 4600 Touchton Road in Jacksonville, Florida, is a finance institution specializing in growing generational wealth for families since 1993. Led by a nationally recognized PhD-led wealth management team, they offer a range of services including active portfolio management, tax reduction advice, asset protection, estate and trust planning, retirement income mapping, risk management, and much more.
As fee-only fiduciaries, Camarda Wealth Advisory Group works solely for their clients' best interests, not commissions. Their team of PhDs and CFA®s with decades of experience provides impressive credentials for the financial guidance needed to maximize wealth. Unlike many advisors who use passive strategies, Camarda actively watches the markets to maximize gains and avoid major losses.
With consistent national recognition and a track record of success, Camarda Wealth Advisory Group offers full-service financial planning and wealth management, including asset protection, business owner planning, and guidance for liquidity events. Their customized wealth care approach aims to help clients achieve their financial goals.
To learn more about how Camarda Wealth Advisory Group can help you achieve your financial goals, schedule a quick intro call and wealth enhancement assessment with their experienced team.
Location & Phone number
4600 Touchton Rd bldg 100 suite 150, Jacksonville, FL 32246, United States
Reviews
"Knowledgeable, Totally trustworthy and very professional. I gave them my tolerances for risk and let them take from there and have been more than pleased."
"A COMPANY WITH A PROFESSIONAL TEAM, A WEALTH OF KNOWLEDGE, AND GOOD COMMUNICATION. THEY HAVE THE ENITRE PACKAGE FROM TAX AND LEGAL INFORMATION, INVESTMENT OPPORTUNITIES, TRUST PLANNING, AND EDUCATION ON ADVISORY CONCERNS. ADDITIONALLY THEY ARE PLEASANT AND NICE TO WORK WITH."
"I have been with Camarda for almost 13 years and their services have been exceptional and their response is very quick to any problem you may have. I feel like they are part of my extended family."
"I have been a client since 2006 and they are always eager to address any concerns that you might have. They take time to explain and you never feel rushed. They offer their professional recommendations but will listen to your own. And if your own and theirs are not in sync, they are willing and open to discuss the pros and cons of anything that might be in your thought process of whatever the concern might be. I would recommend this business to a friend and/or family member."
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