Campbell Wealth Management - November 2018

Follow us on:

CampbellWealth.com • (703) 535-5300 • 330 John Carlyle St., Suite 600, Alexandria, Virginia 22314

C ontinuing all that talk about change from last month, I can report that things have started to settle down just a bit at Campbell Wealth Management. At the end of September, we completed our office migration into a brand-new space — and when I say "new," I really mean it. The office was so new that it wasn’t even finished yet. As a result, we had to move into an interim space while our final office space is finished up. I expect that we’ll move into that office by the end of December. Thankfully, it’s all a short shuffle away from our interim space. Why did we decide to make the move into a new office? After eight years at our last location, we felt a change was needed. Our lease was up, and we looked at our options. We had outgrown our previous office and knew we would need space to grow even more. Eventually, we plan to bring on new staff in order to offer more to you, our clients. We’re all very excited for the new space. If you haven’t been in to take a look, you are welcome to stop by when you’re in the area — 330 John Carlyle St. in Alexandria. In early October, after our move, we made another big change: We switched broker-dealers. We really wanted to upgrade our services, and our old broker-dealer relationship no longer fit our vision going forward. We’re now working with Madison Avenue Securities. The broker-dealer relationship represents a small part of our overall business. Even so, our previous broker-dealer was somewhat inhibiting in terms of what we could offer to clients. Madison Avenue Securities, on the other hand, is more in line with our business model and the people we serve. Change Is in the Autumn Air

In the coming months, many of you will likely notice lower expenses on some accounts. And soon, you’ll have the ability to see all of your accounts in one place, as I mentioned in previous newsletters. Through all of these changes, I want to extend a big thank-you to Betsy Hanson, Senior Operations Manager. She helped spearhead these changes and provided a lot of the oversight needed for the transition. Of course, I also want to thank our entire team for all of their help along the way and for their patience as we get ready for a new chapter. And to our clients, thank you, as well! You helped us grow to the point where we needed more space and upgraded services. Without you, we wouldn’t have come nearly this far. Thank you, again!

Kelly Campbell

P.S. Are you looking for even more money and retirement insight? Be sure to tune into “Right on Retirement Radio” every Sunday at 1 p.m. (or Saturday at 5 p.m., if there is a Redskins game) on WMAL 105.9 FM or AM 630. Every weekend, I chat about a number of retirement topics our clients and others face every day. Give it a listen, and be sure to tell your friends!

Call Us Today (703) 535-5300 • 1

campbellwealth.com

Made with FlippingBook - Online magazine maker