INVESTMENT MANAGEMENT & FINANCIAL PLANNING
THAT IS ALL ABOUT YOU!

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INVESTMENT MANAGEMENT & FINANCIAL PLANNING
THAT IS ALL ABOUT YOU!

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CAMELBACK WEALTH STRATEGIES TRANSFORMS TRADITIONAL
FINANCIAL PLANNING AND MANAGEMENT INTO A
PERSONALIZED EXPERIENCE JUST FOR YOU.

What Clients Are Saying About Camelback Wealth Strategies

“Kevin embodies the integrity, ethical standards, and financial expertise one would want in a financial advisor. He has always looked after us, cared about our investments, and knows what it means to make prudent and wise decisions with our funds. We know we are not Kevin Beamon’s only clients. However, when we speak with him or Ryan, when we have a question, when they want to make a decision (and they always call us first), it still gives us the impression we are his only clients.”

Marc O.

January 19, 2024

“Kevin Beamon has been our financial advisor for the past 15 years as well as a business associate for over 25 years. It is with pleasure that we provide our highest recommendation of Kevin’s services. Kevin has a rare character trait… trustworthiness. His ethics, moral compass, sense of responsibility, care and concern for his clients and level of expertise are unrivaled. Over the years, Kevin has become like family to us to the extent that, during a health crisis, he was at the hospital providing comfort, prayer, and support. That’s the kind of person to whom we’ve entrusted our finances and are extremely grateful that we have Kevin in our corner, especially during these uncertain economic times. “

Janice S.

February 10, 2024

This statement is a testimonial by a client of the financial professional as of the date shown. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

FINANCIAL PLANNING
THAT IS GREATER
THAN THE SUM OF THE PARTS.

I recently built this replica of a 1965 Shelby Cobra. It’s hundreds of separate parts had to be put together correctly to form a completed car. It also required substantial creativity to adapt the limitations of the original design to fit my vision of the completed project. The end product is an award-winning piece of rolling art!

Your personal financial picture includes many unique and constantly changing parts. Achieving YOUR goals, creating your own “award-winning” plan to address your needs, requires both the use of traditional tools and personalized creativity.

From investment management to financial planning, from college needs analysis to insurance, all the necessary tools will be considered to assist you in your quest for “my perfect life”.

You have worked hard and saved harder to get where you are today. You deserve the personalized service and experience of Camelback Wealth Strategies.

FIND OUT MORE ABOUT WHAT CAMELBACK WEALTH STRATEGIES
CAN DO FOR YOU !

NEWS/
BLOG

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

INVESTMENT
SELECTION PROCESS

Every tool in my shop has a purpose. Hammers drive nails, wrenches tighten bolts, saws cut wood or steel.

Midyear Outlook 2021: Picking Up Speed

THE U.S. ECONOMY powered forward faster than nearly anyone had expected in the first half of 2021…

ACCESS AND PERSONAL RELATIONSHIP
IS THE DIFFERENCE

The digital world has simplified many areas of our lives. From social media to online shopping, the internet provides access. It does not, however, listen to your goals, fears, needs, or desires. It does not impart wisdom or experience. It does not call you and listen to your fears. It simply provides information, some of it correct, some of it partially accurate but not complete, and some portion of it entirely garbage! Can you tell the difference? Do you have time to determine the good from the bad?

For 50 years, Camelback Wealth Strategies has been caring for clients one relationship at a time. The number of client relationships that we will accept is intentionally limited to provide you a very personalized trust-centered experience.

Three generations of our family members have devoted their lives to the personalized care of our exclusive clientele: YOU! When you call Camelback Wealth Strategies, you will talk to a member of the family. You will never talk to a faceless voice who only knows your name because it pops up on a screen. You will talk to people who know you, care about you, and understand your goals, your unique situations, your fears.

When your financial picture achieves a level that it is “critically important”, it is time to bring in an a trusted friend to protect you and your assets. It is time to develop a deep trust relationship. Its time to call Camelback Wealth Strategies!

FIND OUT MORE ABOUT WHAT CAMELBACK WEALTH STRATEGIES
CAN DO FOR YOU !