Campus is Where the Journey Began
Now it’s time to continue the legacy of wealth into the future.
Campus Private Wealth
Experience an independent, dynamic, transparent model of modern wealth management.
At Campus Private Wealth we are not just managing wealth; we’re expertly guiding clients as they build, accumulate, and distribute wealth to the next generation. Managing all that someone has worked for is deeply personal, and it is our passion to take on this role with great focus, care, and precision. We strive to be good stewards of your wealth just as your college or university helped steward you at the very beginning of your journey.
Because at CPW, you don’t retire — you graduate to life’s next great adventure. Let us partner with you so you can focus on the more important things in life.
Pursue Financial Success & Freedom
CPW
Your Needs.
Your Way.
Your Experience.
Anticipating Your Needs
Instead of reacting, our team at Campus Private Wealth anticipates your needs, aligning every aspect of service to your specific goals.
With us, it’s financial advice on your terms. You choose why, how, and when of your financial journey. Unlike large traditional banks which often prioritize their own objectives, we focus solely on what matters most to you.
Our advisors are fiduciaries, so your needs lead the way – not our own personal gain.
Personal Touch
Meet the Team
After decades at major investment firms, our highly credentialed team founded Campus Private Wealth to create a wealth management experience marked by a personal touch and highly individualized planning.
Personal Touch
Meet the Team
After decades at major investment firms, our highly credentialed team founded Campus Private Wealth to create a wealth management experience marked by a personal touch and highly individualized planning.
Open Mic
Friday
Coming Soon
Open Mic Friday
Coming Soon
Open Mic Friday
Coming Soon
Founders
Bill Milby & Jason Lindner
Ready to get started?
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