Camelback Wealth Consultants

Based in Phoenix, Camelback Wealth Consultants is an independent financial advising firm serving investors at different stages of life and career. Its services include retirement planning, wealth management, portfolio construction, and risk management, along with wealth-building strategies for professionals and estate strategies for different phases of life. The firm works with retirees and pre-retirees, small business owners, working professionals, and women. It begins by learning about a client's finances and goals, then evaluates goals, time horizon, and risk tolerance to develop a financial strategy. The firm helps clients put that strategy into action and adjust it as life circumstances or market conditions change. Its stated focus includes helping clients prepare for retirement and pass wealth to future generations.