Boutique Service, Global Resources™
Coordination of Advisors
Lifestyle & Concierge Services
A Unique alternative to traditional wealth management firms
Our firm focuses exclusively on private wealth management. We are solely committed to protecting and growing our client’s wealth.
We have a deeply rooted client-centric culture. Everything we do revolve around you and your family. We believe that our most important role is to act as your advocate – helping you establishing and implementing a comprehensive plan to achieve yours and your family’s financial and life goals.
We provide the customized service of a boutique firm with access to large institutional resources. As a private firm, we are able to provide highly personalized service coupled with conflict-free advice. At the same time, through our global strategic alliances, we can access and marshal vast resources on behalf of our clients including custodian services, investments, research and technology.
Unlike brokerage houses, banks and trust companies, we don’t sell or promote proprietary products. We offer our clients the benefits of an open architecture platform providing access to best-in-class solutions and services on a global scale.
We are committed to providing a uniquely flexible, comprehensive and integrated
approach to family advisory
What is a Family Office?
A family office is an entity that supports the financial needs of a family or group of families and acts as their chief advisor or CFO.
A family office provides personalized services and day-to-day management of a family's financial affairs including financial planning, investment management, technical expertise, philanthropy, financial reporting, expense management, bill paying and coordination of professional advisors and service providers.
As a family's net worth increases, so do the complexities of managing and administering its wealth. Partnering with a firm that understands these challenges becomes paramount. Camden Wealth Advisors provides our clients with a Family Office service model.
Our approach is unique in that we provide clients the same services usually reserved for the ultra-affluent Family Offices. We apply the same philosophy, processes and services absent the required start-up, administrative and operational cost associated with the establishment of a Family Office.
Building relationships over generations
We strive to offer our clients independent, objective and meaningful advice for securing their personal, family and financial goals
We adhere to the highest moral and ethical standards through a discipline of independence.
We strive to positively impact the personal and financial lives of our clients.
We always place our clients first and strive to deliver superior, highly personalized service.
We encourage our employees to be forward thinkers and proactive in evaluating new strategies and resources.
We are responsible to our clients, employees and the communities we serve.
We take great pride in the quality of our work and always seek to achieve excellence in everything we do.
Boutique service, global resources™
PRIVATE WEALTH MANAGEMENT FIRM +
An independent firm built on the principle of objectivity creating a boutique advisory environment. Our principals are the sole owners with over five decades of investment experience.
OPEN ARCHITECTURE BUSINESS MODEL +
The search for investments, research, technology or access to independent specialist is dictated only by our client’s needs. Through our open architecture platform we provide our clients with best-in-class solutions and services.
PLANNING BASED APPROACH +
A comprehensive financial plan begins with a disciplined and consultative approach. Our strategic financial planning approach serves as a foundation to meet our client’s unique goals whether it is retirement, educational, financial independence or leaving a family legacy.
ALIGNED WITH CLIENT INTEREST +
Our business as a fiduciary is to preserve and enhance our client’s wealth. We provide wealth management services on a fee- based basis. Our success is dependent on our client’s success.
CLIENT CENTRIC CULTURE +
We focus on fulfilling our client’s needs by providing highly personalized service. Serving as an advocate for our clients is a key component of our culture.
STRATEGIC ALLIANCES +
Through our network of global alliances we bring our clients leading investment solutions and a depth of resources.
THIRD PARTY CUSTODIANS +
Our client’s assets are safe-guarded with multiple qualified independent custodians.
CLIENT CENTRIC FOCUS
Many of our clients share similar goals such as wealth accumulation, wealth preservation, risk management, tax efficiency, and generational wealth transfer or to just simplifying their financial affairs.
We utilize our experience and expertise to address your unique financial needs. We want to be your wealth management partner with a sole focus of helping you achieve your financial and life goals.
We start by guiding you thorough a strategic financial planning process that results in your customized wealth management plan. As your wealth management partner, we are committed to assisting you through every stage of your financial life.
Our clients include:
Protecting and growing wealth
Because of the uncertainty in global financial markets, one of investor's primary concerns today relates to custody of assets. With that in mind, Camden Wealth Advisors has established relationships with reliable, secure and major independent firms for custody and clearing services. Each custodian offers financial stability, industry leading data security and a reputation for integrity when it comes to securing client assets. In addition, Camden Wealth Advisors has created these relationships to eliminate potential conflicts between advice and custody arrangements in order to bring another level of clarity. Furthermore, we have the capability of managing assets held by a custodian of your choice.
Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and intermediaries. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 27 million individuals and institutions, as well as through 5,000 financial intermediary firms. As of March 31, 2018, Fidelity holds more than $6.9 trillion in client assets.
TD Ameritrade Holding Corporation through its subsidiaries, offers investing and trading services for over eleven million funded client accounts that total over $1.1 trilion (9/30/17) in client assets and custodial services for more than 5,000 independent registered investment advisors (RIAs). TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services for fee-based RIAs. Their advanced technology platform, coupled with personal support from dedicated service teams, provides investment advisors the resources to run their practices more efficiently and effectively.
Pershing, LLC is the world’s leading correspondent clearing firm and is a wholly owned subsidiary of BNY Mellon. Pershing is a member of the New York Stock Exchange and every major US securities exchange as well as a member of the Frankfurt, Irish and London stock exchanges. Since 1939, Pershing has been providing brokerage execution, clearance, data processing and financial products and services to introducing broker dealers and registered investment advisors. BNY Mellon is the oldest US bank founded by Alexander Hamilton in 1784. Trading under the NYSE ticker symbol BK, BNY Mellon is a leading provider of financial services for institutions, corporations and high net worth individuals, providing superior asset management and wealth
management, asset servicing, issuer services, clearing services and treasury services through a worldwide client focused team. BNY Mellon has locations across 6 continents in 34 countries with a worldwide staff of more than 40,000 employees. The company has $22.3 trillion in assets under custody and administration and $1.1 trillion in assets under management.
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1330 post oak boulevard | suite 1200 | Houston | tx | 77056 | 713-341-5310