Campbell Wealth Management October 2018

Follow us on: • (703) 535-5300 • 330 John Carlyle St., Suite 600, Alexandria, Virginia 22314

Change isn’t always easy, but it often comes with benefits. By now, you’ve heard about many of the positive changes we’ve been implementing at Campbell Wealth Management. We’ve moved into a new office and rolled out new technologies, plus we have a few new systems and processes in place. All in all, we’re very excited about enhancing your experience as a client! Our new office can be found at 330 John Carlyle St., Suite 600 in Alexandria. We’re in the same building as the Society for Human Resource Management. The Society actually owns the building and has quickly become a great neighbor to have, not to mention a great landlord. We’re excited to be in the new building and to use our new space. This space will allow us to have more room for the team to grow and to bring on new team members as needed. We will also have the opportunity to hold our radio recordings in house with bigger space. Speaking of the radio show, “Right On Retirement” it's off to a great start. We’ve heard from a lot of clients and friends how much they’ve enjoyed the show. I’ve been having a lot of fun with it, and it’s great to sit down and discuss the topics that are affecting many of our clients and listeners. If you haven’t heard the show yet, you can catch it on Sundays at 1 p.m. on WMAL (105.9FM or AM630). One quick caveat — if there is a Washington Redskins game on a Sunday, the show will air the Saturday before at 5 p.m. Alternatively, you can listen to segments of “Right On Retirement” at The Many Benefits of CHANGE

On the technology side of things, we’ve employed the services of a company called Black Diamond, which I’ve mentioned briefly in past newsletters. Black Diamond gives all of our clients the capability to link up all of their accounts so you can securely see them in one place. It gives you access to everything 24/7 from virtually anywhere, whether you’re on your home computer or a smartphone. Another new piece of software we’re implementing comes from RightCapital. This is a new financial planning software that will allow us to go more in-depth with clients. This, as well as Black Diamond, also offers greater transparency when it comes to your portfolio and overall plan. When you need to see something, it’s just a click away. Again, with all changes, there will always be a bump or two in the road. As we finish getting everything in place and available to you, please bear with us. We know you’ll love all the new upgrades just as much as we do, but if you have any questions or concerns, don’t hesitate to give us a call. Kelly Campbell

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