CAM Investor Solutions - Financial Health and Happiness

We deliver tailored investment strategies, advanced tax planning, and custom income solutions

Who We Serve

Business Leaders

Our clients are busy professionals and senior executives with complex compensation structures and tax considerations.

Life in Transition

The work is done and net worth achieved; now it’s time to enjoy your next journey while managing cash flow and taxes.

Business Owners

Business ownership comes with unique considerations, especially during all phases of the business life cycle and into retirement.

Inheritance

Wealth transfer involves a comprehensive strategy to manage inherited assets while minimizing taxes and legal complications.

Stock Options

This can be a great way to build wealth if you can avoid costly mistakes especially around exercise and taxes.

Financial Planning Process

Your Path Is Unique

5 Questions to Ask Financial Advisors Before Hiring Them

What is your investment philosophy?
Do you work with people like me?
How do you get paid, and for what?
How do you help beyond just investments?
How are my assets protected?

Get Started with CAM

Why choose CAM?

Our clients help their families and those they care about most

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Boutique & Personal

As an independent firm, we have no corporate mandates to work with hundreds of clients per advisor, which allows us to deliver quality and personalized service to our clients.

Advanced Planning Solutions

Customization is necessary because we often provide the greatest value when our clients’ needs have a certain level of complexity.

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Ask for a 2nd Opinion

Are you curious about your financial health? We would love to hear your story and provide a second opinion on how we can help.

Founders Message: 5 Investing Rules You Won’t See In Financial Media

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Are you familiar with “The Death of Equities,” an infamous financial magazine headline from August 1979?

My old colleague and friend, Westin Wellington, a former vice president at the global investing firm Dimensional Fund Advisors who retired this year, frequently hailed this headline as a perfect example of “The Big Tease”: the financial media’s insistence on delivering shameless stories about performance that often steer investors astray from sound investing principles like portfolio diversification.

His goal was to help investors ignore the noise and recognize that people making predictions usually fail. Communicating investing fundamentals was always important for Weston who was an amazing presenter but also a great teacher. He was particularly fond of this lesson when it came to financial advice: People want to believe the future is predictable, but it’s not.

Congratulations to you, Weston, and thank you for your dedication to investors and the profession for so many years. You taught us so much. Cheers! – Marc Jimenez, Founder of CAM Investor Solutions

How CAM Clients Invest with Confidence: 3 Key Strategies

During this discussion, The CAM Team led by Sarah Contino, CFP® and Marc Jimenez, CFA, CFP®, share key investment strategies we often utilize for clients.

Benefits of Working with Us

Liquidity Events

MINIMIZE TAXES
Pay less taxes from capital gains or a business or real estate sale.

Equity Compensation

CONCENTRATED WEALTH
Preserve wealth when selling stock options, RSUs, and company stock.

Advanced Planning

TAX AWARE
Receive year-round advanced tax and estate planning advice.

How CAM Invests

WEALTH ENHANCEMENT
We seek better investment performance and tax benefits too.

Want To Learn More?

Check out our latest articles and research