Campbell Wealth - August 2018

Follow us on: • (703) 535-5300 • 700 S. Washington St., Suite 220, Alexandria, Virginia 22314


O ver the past few months, the Campbell Wealth Management team and I have been reviewing the services we provide to you. Following the review, we decided it would be a great time to enhance your client experience. We feel we can do better with our planning and reporting offerings. So, I’m excited to announce a number of new changes coming to Campbell Wealth Management, each designed to make your experience that much better. To start, we’re in the process of moving into a new office. We’re moving from our Old Town location in Alexandria to a new location about 10 minutes away —more details to come. Why the move? We’ve outgrown our space, and our lease is up. Those two reasons alone make this the perfect time to pack up and find a more spacious office, so that’s what we did! This new space will give us plenty of room to grow, which means we’ll be able to bring on new team members for both the investment team and the wealth management team. This, in turn, will allow us to boost our client services. In addition to the move, we’re also boosting our wealth management technology. One new piece of technology we’re introducing is a powerful online software tool — a portal that will give you one place to access account information. Basically, it keeps everything pertinent to your accounts in one single, secure location. This new account portal is known as the Black Diamond Wealth Platform. The platform will allow you to see all of your investments in one convenient place, 24/7. No matter where or when, you’ll have up- to-date access to this and more.

As you know, these kinds of upgrades take resources. They take time, effort, money, and manpower. We won’t have everything rolled out right away, and as the new software is made available to both our

team and our clients, there will be a bit of a learning curve. That said, please bear with us as we adopt these new technologies and strategies. The whole team is excited to see it all come together, and I’m excited to share it all with you. The next few months are going to be busy, but we know once everything is set up and ready to go, we’ll be able to provide a new level of service that's even better than before. As this software becomes available to you, we want you to know that you can always reach out to us with questions. This transition will take time, but don’t hesitate to call on us for clarification. From all of us at Campbell Wealth, we thank you in advance for your patience, as well as your partnership. I hope you’ve had a great summer, and we look forward to having a fantastic fall!

Kelly Campbell

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