5 /5 john panico: I have been a client of Camarda Wealth for several years now after previously using financial advisors that I am sure you would recognize. Let’s start off with saying that Camarda is different. I mean that in a good way.
What makes them different? For one, they listen to the goals and aspirations that my wife and I have and tailored a solution that makes us feel comfortable. If I have an issue, reaching out and getting a quick response is the norm. The response you get is not some rote reply. It is thoughtful and is truly based on my situation. Why? Because they have taken the time to sit down with me and ask. Not just about my financial goals (most firms at least ask that). But they wanted to have a full understanding of what we were trying to accomplish. So, the answers they provided were because they knew me.
Unlike other financial advisors, I never have to chase them down for regular check-ins (which was a huge irritant with my last advisor). We can talk as often as I would want, but we always have a quarterly call to see not just how my investments have done (and they have done well), but if my situation has changed and if we need to make adjustments. And it isn’t just my advisor communicating, it is their whole team from the regular market update videos to did I get the last info they sent.
We also like that they are basically a one stop shop. Whether it is Estate Planning, Risk Management, Tax Strategies, Camarda has it covered for you. And the things they don’t personally handle, they make sure they put you in capable hands. On top of that, they are your advocate to anyone they refer you to. What really stands out is if I go a different path, they will still review it with me to make sure that I have covered all of my bases. Who else does that?
When it comes to your wealth management, it is important to have trust with the person you are working with. Lou Vrcelj has been a rock star in that regard. We didn’t know each other before we started and now, we have intimate knowledge of each other’s families. He is comprehensive in his knowledge, does his best to guide me through any pitfalls I may be about to enter and my wife and I feel he genuinely cares about my family’s outcome. Financial or otherwise.
With that being said, I highly recommend Camarda Wealth. If they as good to your situation as they have been to mine, I know you will be happy.