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Real Wealth Leadership
When it comes to maximizing your current financial opportunities, it pays to talk to an expert.

Schedule a FREE consultation with Dr. Jeff Camarda's team to discover how to make wiser decisions for a more secure future.

 Depending on your goals, we’ll discuss the ways you can preserve your wealth with this customized total wealth review and portfolio protection strategy call.
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Real Wealth Leadership
When it comes to maximizing your current financial opportunities, it pays to talk to an expert.

Schedule a FREE consultation with Dr. Jeff Camarda's team to discover how to make wiser decisions for a more secure future.

 Depending on your goals, we’ll discuss the ways you can preserve your wealth with this customized total wealth review and portfolio protection strategy call.

Jeff Camarda, PhD, CFA, E.A.

Forbes Contributor 
Founder, The Family Wealth Education Institute 

I have a burning desire to teach the smartest ways to build and keep family wealth. As a researcher, life-long wealth author, educator, and financial coach, I started with the CFP® and kept pushing to the PhD level & beyond. Why? To create and keep my family’s fortune, and help others do the same. Most folks, even really smart & successful ones, have a real time finding financial advice they can trust.
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Disclosure: The educational content provided in this Strategy Call is offered in collaboration with Camarda Wealth Advisory Group (CWAG), a registered investment advisor founded by Dr. Jeff Camarda. By submitting the form to request a strategy call, your details will be securely shared with Family Wealth Education Institute (FWEI), an affiliate of CWAG, which will contact you to fulfill the offer. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

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