At Campus Private Wealth we see financial success as a journey, from your first day on campus to leaving a meaningful legacy. We are here to guide you every step of the way.
Bill and Jason formed Campus Private Wealth (CPW) to create a modern wealth management firm with a local focus, designed and built by Arlington residents for their own community.
Drawing from decades of experience navigating markets and adjusting financial plans at Fortune 500 investment institutions, Campus has been set up with the singular goal of getting clients the lifestyle they envision and have worked so hard to accomplish.
“We are simply taking the best of what we’ve learned and adding all the global resources available to build the most transparent, dynamic and service-based firm in our industry,” says Bill. As a CFP® professional and chief investment officer of CPW, Bill combines the ability to design financial plans and choose the investment tools and vision to achieve goals.
Jason, who is a Retirement Accredited Financial Advisor and the chief operating officer of CPW, focuses on making sure clients understand their financial roadmap. From accumulation to growth to eventual distribution, he ensures each financial plan is on track.
To build wealth, Bill and Jason assess all forms of public and private investments, and they believe core portfolios are best built with individual companies. Quality companies can build wealth and are an excellent asset to be handed down from generation to generation.
Over the next five years, $30 trillion will be transferred from baby boomers to Gen X, millennials and Gen Z. Transfers of wealth are often implemented through four generations sitting together—grandparents, parents, adult children and grandchildren—for tax and estate planning discussions. Modern legacy building requires a modern advisory firm, one that educates and empowers.