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About Us. Our Team. Our Services. Our Approach.

Client Service Philosophy

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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Services

 

We educate our clients and take the mystery out of investing, income tax, and preserving wealth.

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Our Team

 

Our team approach offers a range of services to provide more benefits to our clients.

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Welcome to Camp Tax & Wealth Partners, LLC

 

From income tax preparation to wealth management, we are here to help. Our knowledge, experience, value and integrity are the cornerstones of our business. With over 35 years of experience, we have a vast knowledge in financial services.

We strive to offer the highest level of professionalism while creating honest relationships with all our clients. Our goal is to be your financial partner, offering sound advice for years to come.

We look forward to working with you through all stages of your life.

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Helpful Content

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Building Your Legacy

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4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

 

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

A House Divided

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What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

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