For Your Family

Help preserve investment growth.

  • Invest to achieve specific goals.
  • Follow a roadmap and adjust to change.
  • Avoid erosion from taxes and fees.

Protect family asset value.

  • Engage an advisor team to help manage risks and liabilities.
  • Determine the most effective asset ownership strategies.
  • Establish a contingency plan for income interruption.

Anticipate future transitions.

  • Design your future workstyle/lifestyle scenario.
  • Quantify your financial needs to support those scenarios.
  • Adjust your investment roadmap to adapt to change.
In Your Business

Sustain your business growth.

  • Don’t stop being entrepreneurial.
  • Innovate to deepen customer loyalty and expand your customer base.
  • Develop autonomy in your management team.

Protect your business asset value.

  • Adopt high standards for financial management.
  • Engage an advisor team to help manage risks and liabilities.
  • Spend as much time working on the business as you do in the business.

Anticipate your future transitions

  • Establish a contingency plan for unexpected exits.
  • Weigh the options of external sale, internal sale, and family sale.
  • Integrate business and estate tax planning.

Please note that all investments are subject to market risk and other factors, which could result in loss of principal.

Our Office

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©2021 Campbell Wealth Management, LLC

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Campbell Wealth Management is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Campbell Wealth Management or PartnersFinancial.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. Niether Kestra IS nor Kestra AS provide tax or legal advice. For additional information, please contact our Compliance Department at 512-697-6000.

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