Camelot Wealth Management Partners
Putting Client Needs First With Comprehensive Financial Planning
Camelot Wealth Management Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC, in Boca Raton, specializes in comprehensive financial planning.
Led by childhood friends Scott Miller, Private Wealth Advisor and Senior Vice President, CFP®, CLU®, and Richard Bernstein, Private Wealth Advisor and Senior Vice President, CRPC®, CLTC®, the practice combines the best of two worlds: a local practice with tailored, concierge service backed by the strength and resources of Ameriprise, a Fortune 500 company.
Miller and Bernstein are nationally recognized wealth advisors, among the top 3 percent of private wealth advisors with Ameriprise. Miller was recently named to the prestigious Forbes Best-in-State Wealth Advisors for 2020.
Camelot Wealth Management Partners takes a holistic, hands-on approach, listening to clients’ financial goals and building a plan tailored for each client.
“Everything is built to order, and that’s been a secret of our success,” says Miller. “We work hands-on with clients so they know where they want to be and how they can get there.”
At Camelot Wealth Management Partners, the start of the financial planning process begins with a comprehensive approach in identifying, prioritizing and documenting financial goals. Its clients have invested nearly $1 billion in assets with the team, and the team works with clients in more than 40 states.
“I came to Ameriprise because it allowed me to go in-depth on clients’ goals and see what they want to accomplish,” says Bernstein. “Not just, ‘Let’s beat the market,’ but, ‘How can I retire at 62?’”
“We take complex strategies and break them down into simple terms that they are able to understand and track their goals,” Miller says.
The team is made up of professionals who specialize in different areas. Advisors at the practice have an average of 20 years working in finance.
“We have young talented advisors that are in our five-year mentoring program that will be ready to assist with our current and future generations of clients. Once someone becomes a client, they become part of our family,” Bernstein says.
Camelot Wealth Management Partners is located at 4800 N. Federal Highway, Ste. 105E, Boca Raton. For more information, call 561-372-0345 or visit ameripriseadvisors.com/team/camelot-wealth-management-partners.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced for the firm, regulatory and compliance record, and credentials/years of professional experience. Selection of winners is done by comparing advisors at a national level, selecting winners, and then sorting them into state-specific lists. A separate evaluation is not done for each state. Portfolio performance is not a factor. This award is not indicative of this advisor’s future performance. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.
Investment advisory services and products are made available through Ameriprise Financial Services, LLC. a registered investment adviser.
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