Camelback Wealth Management, LLC is a registered investment advisor serving affluent individuals and families in the Phoenix area. We are based in Scottsdale, Arizona. We are a non-traditional wealth management firm that takes an active approach to investing - we do not "buy and hold." We employ a mathematically-based process to determine when to buy and sell. We also use sophisticated hedging and alternative investment solutions for clients when appropriate. We specialize in:
- An Institutional Investment Approach
- Alternatives and Hedging Strategies
- Family Wealth Education and Planning