The Camelback Wealth Management Group
Overview
The Camelback Wealth Management Group is a Phoenix-based wealth management team delivering institutional-caliber investment strategies, risk mitigation, liability reorganization, trust and estate planning, and family dynamics management, functioning as an outsourced family office. They specialize in assisting ultra-high net worth families, founders, and business owners in simplifying the complex challenges of managing significant wealth. Their services include comprehensive financial planning, investment management, and business succession planning. The team employs a holistic approach to wealth management, integrating various financial disciplines to create customized strategies that align with clients' unique goals and values. They focus on understanding the complexity of clients' business, personal, and financial objectives to develop tailored solutions. Their expertise encompasses areas such as wealth transfer, family dynamics, philanthropy, lending solutions, alternative investments, concentrated stock positions, and business sales. Members of The Camelback Wealth Management Group have been recognized with industry awards and designations, reflecting their commitment to excellence in wealth management. They have been named to Forbes' Best-In-State Wealth Advisors list for Arizona in 2023, 2024, 2025, and 2026. The team is led by experienced professionals who bring a wealth of knowledge and dedication to helping clients achieve their financial objectives and preserve their legacies for future generations.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about The Camelback Wealth Management Group
What sectors does The Camelback Wealth Management Group invest in?
The Camelback Wealth Management Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Arizona, United States. The Camelback Wealth Management Group is listed as a family office in the ConnectSafely investor database.
What stage does The Camelback Wealth Management Group invest at?
The Camelback Wealth Management Group backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does The Camelback Wealth Management Group invest in?
The Camelback Wealth Management Group invests across United States and International.
What companies has The Camelback Wealth Management Group invested in?
The Camelback Wealth Management Group's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Procter & Gamble and Visa.
Last updated · Source: ConnectSafely investor database
