Campbell Wealth Management

  503-364-9359

  Client Login

Who We Serve

Our Financial Planning Process begins by determing if we're a good fit. Financial planning is most effective when it's tailored to your unique needs and goals.

At Campbell Wealth Management, we offer a partnership that goes beyond simple advice, aiming to provide a trusted team dedicated to managing the full spectrum of your financial life.

Check Your Financial Readiness

Wondering if your financial plan covers all your bases? Take this quick quiz to assess your financial readiness and discover if our services are right for you.

Take the Quiz

You're Looking for a Team to Fully Manage Your Wealth

Managing wealth involves more than balancing accounts – it requires strategic foresight, daily diligence, and a long-term perspective. We serve individuals and families who value the expertise of a professional team to handle the complexities of their financial landscape, from investment management to navigating tax strategies and legacy planning.

By partnering with us, you gain a dedicated team committed to helping you make empowered decisions at every turn, so you can focus on what truly matters to you.

An older man smiling warmly while a young woman, possibly a caregiver, places her hands on his shoulders in a comforting gesture. The image includes the text: 'If you're ready to entrust your wealth to a seasoned team, Campbell Wealth Management is here to bring clarity, confidence, and care to every decision.

Approaching Retirement or Already Retired

An older couple walking along a beach with bicycles, smiling at each other. The woman is holding onto one of the bicycles with a basket. The image includes the text: 'Our goal is to empower retirees and those nearing retirement with the confidence to live the lifestyle they've worked hard to achieve.

Planning for retirement is more than preparing financially - it's about creating a life you love in your post-career years.

Campbell Wealth Management specializes in the unique financial needs of retirees and those close to retirement. We work with you by seeking to optimize income streams, preserving your assets from market risks, and managing health care and legacy planning, so you can spend your retirement years focused on family, hobbies, and adventures.

Disclosure: LPL Financial and LPL representatives do not provide tax or legal advice.

Experiencing a Significant Financial Transition

Whether you've recently received an inheritance, sold a business, or experienced another life-changing financial event, we understand the challenges–and opportunities–of significant transitions. Our team is here to provide the guidance you need to pursue smart, sustainable decisions that align with your values and goals.

With Campbell Wealth Management, our mission for you is to feel confident that your wealth is preserved and positioned to work for you and your future generations.

Text reads: &qout;When life brings sudden financial changes, our team strives to help you turn uncertainty into stability with a personalized approach.&qout; The scene shows a woman that is stressed over making financial decisions at her computer.

What You Can Expect from Us

When you work with Campbell Wealth Management, you're not just a number.
You're part of a family-focused firm dedicated to your well-being and financial health. Here's what you can expect:

  • Ongoing Communication
    Regular check-ins and updates that seek to ensure you're always informed and empowered.
  • Tailored Strategies
    A financial plan uniquely crafted to suit your needs, goals, and lifestyle.
  • Fiduciary Commitment
    A dedication to acting in your best interest, always with the pursuit of transparency and trust.

If this sounds like the partnership you're seeking, we'd love to connect. Let's explore together how Campbell Wealth Management can support your journey toward financial security and confidence.

Justin Campbell, Emily Gardner, Scott Campbell, and the Boys.

Close

Legal, privacy, copyright and trademark information

Use of this website is governed by the following terms and conditions. Please read these terms and conditions carefully, as by accessing this site you will be deemed to have agreed to them. These terms and conditions are subject to change without notice to you, so we recommend that you review them regularly. If you do not agree with these terms and conditions, do not use this site.

Limited licence and use

The owner of this site ("Owner") grants you a limited licence to display the contents of this site on your computer or other electronic device you use to access this site, and print, download and use the materials on this site solely for informational purposes or to transact with the Owner, provided that the contents of the site are not modified in any way and that all copyright and other notices are maintained. You agree not to, directly or indirectly, attempt or actually disrupt, impair or interfere with, alter or modify this site or any of its content.

This site is for general information purposes only and is not intended to provide you with any personalized financial, insurance, legal, accounting, tax or other professional advice. You will not rely on this site as a substitute for independent research or for personal advice.

Nothing on this site constitutes an offer to buy or sell products or services of any third party. All products and services are subject to the terms and conditions of any applicable contracts and applicable laws. The products and services described on this site are available only in jurisdictions where they may be lawfully offered for sale. The Owner may only solicit the sale of financial products and services for which the Owner has been duly licensed in the jurisdiction in which the sale occurs.

The use and content of this site, including the terms and conditions of use, shall be governed by the laws of the province in which the Owner resides and you agree to attorn to the jurisdiction of the courts of that province.

If you are accessing this site on behalf of another party, you confirm that you are authorized to do so, and agree you shall be liable and will indemnify and hold harmless the Owner in the event the party you are acting on behalf of claims you did not have such authority, or the information you submitted was inaccurate.

No endorsement or approval of any third party or their statements, opinions, information, products, or services is expressed or implied by the contents of this site. To the extent any third party opinions or information are included on this site, they are provided for convenience only and the Owner assumes no liability and does not approve or endorse such third party content, or warrant such content to be accurate, complete, reliable, verified, error free, or fit for any purpose.

The Owner may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third party server or on a site which has been independently developed by others. As such, while accessing this site you may be linked to such other third party servers. Access to other sites or use of any third party tools or programs on this site are subject to all terms and conditions found therein.

Availability

This site, in whole or in part, may periodically be unavailable to you in order to allow for maintenance or updates, or due to other causes, including causes beyond the control of the Owner. Further, any or all of the services on this site may change at any time, with or without notice to you.

Privacy and Confidentiality

You acknowledge that the Owner collects and uses personal information for purposes of providing the services described on this site. The Owner is committed to respecting the privacy and confidentiality of information in accordance with applicable law. The Owner has established and will continue to maintain appropriate safeguards to protect the security and confidentiality of personal information. However, you acknowledge and confirm that the Internet is not a secure medium where privacy and confidentiality can be guaranteed and that complete security and confidentiality of transmissions to and from this site over the Internet is not possible at this time. Your confidential use of the site cannot be guaranteed and you acknowledge that your use of the site (including information you transmit to the site) may be subject to access or manipulation by, or disclosure to, third parties. Without limiting any other disclaimer herein, neither the Owner nor any third party shall be responsible or liable for any damages that you or any other person may suffer in connection with any such breach of privacy, confidentiality or security. If you are provided with a user name and password to access any part of this site, you agree to be liable for all uses of your user name and password, including unauthorized use without your consent and you acknowledge that the Owner shall not be responsible to confirm the actual identity or authority of any user. Instructions provided pursuant to such user name and password shall constitute sufficient authority to the Owner to execute any transactions directed there under. You agree to notify the Owner immediately should the confidentiality of your user name and password be in jeopardy.

E-mail security

The security of e-mail communication cannot be guaranteed at this time. Any person wishing to communicate or send information of a private or confidential nature to the Owner is encouraged to do so by other means.

Copyright

This site has been developed by and is the property of the Owner. All information and materials contained on this site are protected by copyright, trademark and/or other intellectual property laws of the United States, Canada, and other countries, and are the property of their respective owner(s). Subject to the limited licence to use this site as described above, no person may copy, redistribute, reproduce or republish in any form, or link to this site or its contents in any manner whatsoever, including by way of hyperlinks or framing, unless that person has obtained the prior written consent of the Owner. Any infringement of the rights of the Owner may result in appropriate legal action.

Trademarks

The Owner owns or has obtained the right to use by licence or otherwise the trademarks, logos and domain names used on or in connection with the goods and services that it provides and displays on this site. The trademarks are protected by Canadian and foreign trademark laws. All rights reserved. The display of trademarks on this site shall not in any way be construed as an implied licence to use such trademarks. Any third party marks are used with permission or under licence.

General disclaimer

While information posted on this site is believed to be reliable and accurate at the time of posting, the Owner does not guarantee, represent or warrant that the information contained on this site is accurate, complete, reliable, verified, error free, or fit for any purpose.

Nothing on this site forms a contract, or a part of any contract, other than as it relates to the use of this site or as may be expressly provided. In the event of a conflict between the information contained on this site and the terms contained in any products or services offered by the Owner or a third party, the terms contained in any document detailing such product or service will prevail.

Neither the Owner or any third party, make any representations or warranties, express or implied, regarding the usability or condition of this site, that this site will operate uninterrupted or error free, or that this site will operate in combination with any services or software used in connection therewith or that it shall be viewed consistently with all browser software or that any communication transmitted to or from this site is private, confidential or secure.

The Owner expressly disclaims all representations, warranties or conditions, express or implied, statutory or otherwise, including, without limitation, the warranties and conditions of merchantable quality and fitness for a particular purpose, non-infringement, compatibility, timeliness, security or accuracy, and any representations, warranties or conditions that may arise from a course of dealing or usage of trade.

You assume full responsibility for risk of loss of any nature whatsoever resulting from your use of this site. Without limiting the generality of the foregoing, you acknowledge and agree that neither the Owner or any third party, shall be liable to you for loss of data, computer time or any loss or damage of any nature whatsoever arising out of or attributable in any manner whatsoever to your use or inability to use this site for any reason whatsoever or to any action or inaction on the part of the Owner or for any direct, indirect, special or consequential damages, even if the Owner has been advised of the possibility thereof, including but not limited to lost profits, lost opportunities or business revenues, loss of goodwill, or failure to realize expected savings.

This site may contains links to other sites which sites are not maintained or controlled in any way by the Owner. Links to any such sites that are not maintained or controlled by the Owner are provided for convenience only and are not to be construed as an endorsement by the Owner or any other party of the products, services, advice or opinions or any other content of such sites. Access to or use of sites to which links are provided are subject to the terms and conditions of such sites. You are fully responsible for any use that you make of the content contained in such sites and you are solely responsible for the consequences of any use of or reliance on such content.

Top
Close