285 N. El Camino Real
At Campbell Wealth Advisors we are passionate about bringing your money to life!
We do this by helping you make smarter choices with your money to live your best life today, while planning for your future dreams and goals.
Our team approach identifies what keeps you up at night; then we build a wealth management plan that delivers peace of mind.
Whether investing to build wealth, preserve assets or bequeath a legacy, our tax-smart financial strategies focus on your needs, your wants and your long-term goals.
Since 1991, we’ve worked with affluent individuals and families to help them quite literally bring their money to life.
Are you maximizing your retirement contributions? Are your assets invested in the right retirement and non-retirement accounts?
Do you know how much money you will need to retire, and stay retired comfortably?
The path to financial security is often filled with twists and turns. We will be with you each step of the way.