Accredited Investment Fiduciary®
Get To Know Us
Welcome to NCAM Wealth!
Our Services
Investment Serenity
Gain clarity and confidence in your investment life with guidance tailored to your goals, values, and circumstances.
Investment Strategy
NCAM helps you understand your investment options and aligns strategies with your objectives and risk tolerance.
Comprehensive Financial Strategy
Investing can be a powerful tool when guided by a strategy aligned with your goals and values. NCAM develops custom investment strategies based on your objectives and risk tolerance. Some of our advisors hold the AIF® designation, reflecting training in fiduciary standards and prudent investment practices.
Retirement
Prepare for life after work with ongoing guidance designed to align your investments with your retirement objectives.
Estate & Legacy
We provide informational insights on estate and legacy considerations as they relate to your investment portfolio.
Taxes
NCAM considers tax-related factors to provide general guidance on how your investments may be positioned efficiently.
Insurance
We offer informational reviews of existing insurance coverage to help you understand potential gaps and coverage options.
Cash Flow
See a clear view of your income, expenses, and investments to better understand your overall picture over time.
Wealth Management
NCAM provides objective guidance across investments, retirement, taxes, and other important areas.
Firefighters
Tailored guidance for firefighters, police officers, and other public safety professionals to help you manage your resources with confidence while focusing on your critical work.
Our Team
Blogs
Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off. But what if the most expensive financial decision isn't a bad choice — it's no choice at all? That's what nearly a century of market data suggests. And the numbers are hard to argue with. What $100 Looked Like in 1928 In the late 1920s, $100 went a long way. It could...
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where it belongs, in your pocket. Whether you’re a DIY tax filer or rely on a pro, understanding these key moves can help you make smarter financial decisions and sidestep costly mistakes. Let’s dive in. 1. Adjust Your Withholding to Avoid Surprises Getting a big refund might feel...
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
The Armchair Investor
Two decades ago, we recognized a significant opportunity to spread the word about an investment philosophy that was beginning to gain traction among investors – the idea that the most intelligent approach to stock market investing involves evidenced-based investing and passive portfolio management.
Over the course of twenty years, while collaborating with clients from diverse backgrounds, we discovered that the true value of this investment philosophy lies in its ability to redirect our focus towards what we can control rather than fixating on market fluctuations.
Our purpose in publishing the book The Armchair Investor in 2003 was to impart these enduring principles to anyone who wants financial serenity in their retirement. Achieving this mission may require collective effort, as we cannot do it alone, but together, we can make a significant impact.
