Business Management Services
Last Updated on 16th June 2022 by Jeffrey Camerda
The Wealth Builder provides a value added service to businesses. Apart from general management, feasibility studies, exit strategies, budgeting, marketing and sales are also done by us.
With a team that is highly experienced in wealth management, our management services include:
- Offshore company formation and banking services
- Will writing services
- Offshore trusts
- Taxation advice
- Corporate audit strategies
- Corporate exit strategies
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Dr. Jeffery Camerda, PhD, is a financial planner who specializes in wealth management and retirement planning.
With a PhD in Economics and Financial Planning, Jeffery represents the highest level of financial planning expertise and achievement in the USA
In addition to preparing you for a career in financial planning, a PhD in economics and finance also prepares you for academic pursuits, such as becoming a university professor in teaching or doing research.
Here at the Wealth Builder, our financial advisory company was founded in 2007 and services all across the USA with over 16 years of expertise.
In order to provide the finest advice and services, we pay close attention to the specific financial circumstances and requirements of each client.
In order to guarantee that our clients don't get a sales pitch for insurance or investments, as well as a lack of conflict of interest from a prospective commission-bearing corporations, Jeffery focuses on fee-based services. Financial planning for wealth managers, financial well-being workshops, and personal financial planning packages are all part of the company's offering.
Jeffrey Camarda, PhD, CFA, EA is also the founder of the Family Wealth Education Institute, is a member of the Financial Planning Association and serves as the Chairman of Camarda Wealth Advisory Group