At Camas, we’ve helped countless clients grow, access, and protect their wealth using world-class financial principles and strategies. We provide expert guidance based on our decades of experience and offer customized solutions based on your unique needs, goals, and circumstances.

Our planning approach ensures that you receive specialized attention from our team and access to advanced strategies that most advisors don’t know exist. Our wealth planning is specifically designed to help you, your business or your estate generate wealth and income that you will not outlive and instead pass on as part of your legacy.

Customized Solutions Implemented
Increased Client Wealth
In Protected Legacies
Tax Advantaged Savings



Life Insurance

Often referred to as the best-kept secret in the financial world, life insurance can help you protect your family, business, and estate while building tax-efficient wealth.

Long-Term Care

Over 70% of adults over age 60 will need some form of Long-Term Care, which can devastate a well-planned retirement. Traditional Long Term Care policies are no longer the only solution.

Policy Audits & Reviews

Life insurance is an important asset that is rarely reviewed. New and innovative products may provide you with less expensive options or enhanced benefits.

Retirement Planning

Tax diversification is important to all retirements. Minimize the effects of unnecessary taxes, market loss, and unforeseen health expenses.

Estate & Legacy Planning

Potentially save millions of dollars in taxes while protecting your business from expensive risks you are already self-insuring.

Planning for Business Owners

Reduce business owner risk by implementing tax efficient strategies that help grow, protect and pass on the business.

College Funding

Help cover one of the largest expenses a family will face with tax-free savings strategies that also maximize financial aid.


Josh Sterling Becomes Accredited Estate Planner® Designee by NAEPC: Providing Tailored Solutions to High Net Worth Individuals and Businesses

April 12th, 2023|

Josh Sterling, Accredited Estate Planner® Designee by NAEPC Josh Sterling, a comprehensive Wealth Strategist, has been certified as an Accredited Estate

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