Who We Are

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Who We Are

Campbell Williams, Inc. (CWI) is a boutique investment consultant and a true fiduciary – fulfilling both the legal definition and the vision of the firm to help clients understand and realize their potential.

We help put in place an ongoing process to help clients define and accomplish their life goals, updating as changes come along. Through a two-way process of understanding client needs and circumstances, while educating them on management tools, market dynamics and investment vehicles, we support our clients in developing fully customized, investment strategies for the long-term to meet their financial goals. We help our clients envision more clearly and in financial terms their short-term, medium-term and long-term goals through personalized attention and meticulous attention to detail.

We do not provide legal or tax advice, but we do work very closely with a client’s professionals in those fields and are fully familiar with many legal and tax issues and their solutions. We often help these professionals prepare financial models to better understand alternative solutions and identify the best solution with the client.