What We Do
At Campus Private Wealth, we believe that the journey to financial success mirrors the growth and connections we experienced during our college days. Just as those formative years were filled with opportunities for learning, collaboration, and personal development, we strive to cultivate a path to financial prosperity that is equally enriching and supportive.
A financial plan and model designed for the client, not the institution presenting it.
Maximize & Preserve
Private Wealth Management
Let’s focus on preserving your wealth with a tailored, sophisticated investment strategy. We’ll anticipate changing needs through our highly personalized, one-on-one relationship.
Evolving, cohesive plan
Goals Based Financial Planning
Working together we lay the groundwork for a bright future. We work closely with you, as well as your estate planning and accounting professional, to understand your unique aspirations, whether it’s saving for a dream home, funding education, or planning for retirement. Our approach covers every area of your life, integrating your personal values and goals into a cohesive plan that evolves as your life does.
Evolving, cohesive plan
Goals Based Financial Planning
Working together we lay the groundwork for a bright future. We work closely with you, as well as your estate planning and accounting professional, to understand your unique aspirations, whether it’s saving for a dream home, funding education, or planning for retirement. Our approach covers every area of your life, integrating your personal values and goals into a cohesive plan that evolves as your life does.
Supporting your Vision for the future
Legacy / Estate Planning
Create a future that reflects your own achievements and supports your vision for the next generation, from supporting your alma mater to funding educational goals or empowering the unique ambitions your loved ones may have. We review your existing estate plan in collaboration with your estate attorney if you have one, or leverage our network of resources to find the right professional to match your needs.
$30 Trillion
Baby Boomer Generation
Beginning in just five years, $30 trillion will start transitioning from Baby Boomers to Gen X, Millennials, and Gen Z.
Every generation has different expectations and preferences for managing money, and our team specializes in guiding families through wealth transitions like these.
$30 Trillion
Baby Boomer Generation
In the next few decades, $30 trillion is estimated to pass from Baby Boomers to Millennials.
Every generation has different expectations and preferences for managing money, and our team specializes in guiding families through wealth transitions like these.
Comprehensive Support
Family Office
Wealth encompasses more than assets – it includes your family’s values, legacy, and vision for the future. Our team works to provide comprehensive support across, investments, estate planning, tax optimization, philanthropic guidance, and more. As your partner we streamline administrative duties, safeguard assets, and provide strategic counsel.
Comprehensive Support
Family Office
Wealth encompasses more than assets – it includes your family’s values, legacy, and vision for the future. Our team works to provide comprehensive support across, investments, estate planning, tax optimization, philanthropic guidance, and more. As your partner we streamline administrative duties, safeguard assets, and provide strategic counsel.
Navigate the Market with Confidence
Private Investments
Investing is a key component of building wealth, and at Campus Private Wealth, we approach it with the same enthusiasm and strategic insight that fueled our college endeavors. Our investment management services are designed to help you navigate the complexities of the market with confidence. We craft tailored investment strategies including private equity, hedge funds, private credit, digital assets, and real estate, that align with your risk tolerance and long-term goals, continually monitoring and adjusting to better help ensure your portfolio thrives in any economic climate.
Independent, fiduciary based advice with a fresh approach.
Let's Build a Legacy
Great Stories Began on Campus
