Strategic Advice
Clients We Serve
We work with goal-oriented investors through their entire life cycle. These investors include business owners, corporate executives, doctors, attorneys, engineers, salespeople, traditional corporate employees, tradespeople, and anyone serious about planning for their future.
We are honored to be recognized
Michael J. Campoamor, Managing Principal, Private Wealth Financial Advisor, is honored to be named on Barron's Top 1,500 Financial Advisors for 2026. He is pleased to be recognized for his expertise and care while serving his clients.
2026 Barron's Top 1,500 Financial Advisors: Awarded March 2026; Data Compiled by Barron's based on the time period from Sept. 2024 - Sept. 2025 (Source: Barrons.com).
The Barron's Top 1,500 Financial Advisors ratings are based on the previous year's assets under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

