The Cameron Rotondo Wealth Management Group aims to deliver an exceptional experience and trustworthy advice, whether it is a simple phone call, helping you understand the markets or providing you and your family with personalized wealth management advice.
We can assist you in the areas of financial planning, risk tolerance, investment growth, retirement planning, income requirements, estate planning, and wealth transfer for future generations.
Our team is dedicated to ensuring you understand your financial situation and receive timely, transparent, and trustworthy support. This commitment allows you to achieve a sense of security and confidence in knowing that your interests are being cared for and allows you the freedom and peace of mind to enjoy your personal, family, and professional endeavors.
On this site, we invite you to discover the members of our team, our approach to managing your wealth, as well as our diversified service offering and the many solutions available depending on your stage in life.
If you have any questions or require more information, please do not hesitate to contact us by telephone or by using the contact form.
Cameron Rotondo, CIM, FSCI