Client Service Philosophy
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreServices
We educate our clients and take the mystery out of investing, income tax, and preserving wealth.
Learn MoreOur Team
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreWelcome to Camp Tax & Wealth Partners, LLC
From income tax preparation to wealth management, we are here to help. Our knowledge, experience, value and integrity are the cornerstones of our business. With over 35 years of experience, we have a vast knowledge in financial services.
We strive to offer the highest level of professionalism while creating honest relationships with all our clients. Our goal is to be your financial partner, offering sound advice for years to come.
We look forward to working with you through all stages of your life.
Contact UsHelpful Content
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
View all articles 
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
View all calculators 
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
