Request a complimentary consultation with Camelot Wealth Management Partners

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:

1:1 financial advice based on your goals and needs.
Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
Regular meetings to review your goals, progress, and investments.
Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Wealth Preservation Strategies
Retirement Plan Distribution
Executive Compensation and Benefit Strategies
Cash Flow Management Strategies
Sustainable and Responsible Investing
Insurance
Retirement Planning Strategies

Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023

BOCA RATON, FL – March 26, 2017 – Rich Bernstein, CRPC®, CLTC® and Scott Miller, CFP®, CLU® Private Wealth Advisors and their team from Camelot Wealth Management Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Boca Raton, FL joined forces with Tri-County Animal Rescue on Sunday, March 26, 2017 at their Family Picnic Charity Event. The event raised $840 and collected a van full of donated items from the Tri-County Animal Rescue’s wish list.