For the Camp Wilcox Group, it’s about a commitment. It’s about honoring our relationship
with you and being fully invested in your success.
It’s about being with you every step of the way — through every life event, every
stage of the investment planning process, every triumph and every challenge.
Our commitment to you will not change. That’s what it means to be with us.
Contact us today to get started with your personalized investment plan.
We construct investment strategies for high net worth clients that are designed to succeed over
time in accomplishing unique financial goals.
We strive to provide clients with sound financial advice that is unemotional, forward-thinking
and always rooted in thorough research, attention to detail, and our best professional judgment.
Our guiding principle is that our investment strategies should stand the test of time for our
clients. We strive to develop investment plans that accomplish each client’s unique
goals, and we do so while always remaining focused on what’s important for the long
Just as time moves forward without emotion, and the hands of a clock tick on without speeding
up, slowing down, or reacting to the news of the day, our team believes that the best investment
plans are the ones that are well-constructed, based in thorough research, and rationally
reviewed without knee-jerk reactions to the fluctuations of the market.
Clients of ours can expect us to be at their side 365 days a year, through bull and bear markets
alike… always keeping close watch on their long-term investment goals and the financial
health of their families and businesses.