At Campbell Wealth Management, we have over 35 years of experience helping high-net-worth individuals and families successfully create and sustain wealth.
Our core investment management principle is simple: “Don’t lose the money!” – foundational advice that our founder, D. Matthew Campbell, learned early on in his financial services career. This means that while we build and manage portfolios that can accept volatility, our investment selection always strives to avoid capital loss.
From this principle and our decades of experience, we know that proper investment selection within a holistic wealth management approach is the best way for families to financially succeed over time.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
A monitored, unified, managed account with access to world-class money managers diversified across geography, sector, and investment type.
A holistic approach that combines advice from a registered portfolio manager with discretionary wealth management by advisors who meet high industry standards.
A commission-based brokerage option for clients who want to participate in their investments, whether corporate new issues, syndicated capital raises, individual stocks or bonds.
Our founding team at Wellington-Altus Private Wealth has a comprehensive perspective on wealth management. They represent years of expertise, consistency, stability and trust.
Wellington-Altus Private Wealth advisors are entrepreneurs who value an independent approach to investing and wealth management. It’s an approach that puts clients first.
