Accredited Investment Fiduciary®
Get To Know Us
Welcome to NCAM Wealth!
Our Services
Our Approach
A disciplined, relationship-driven approach built around long-term investing, organization, and consistent guidance.
Public Safety Guidance
Investment guidance built for the unique demands of public safety careers and retirement systems.
Investment Strategy
Personalized investment guidance built around your goals, priorities, and long-term vision.
Estate & Legacy
Helping clients think through long-term legacy and wealth transfer considerations as part of a broader investment strategy.
Our Team
Blogs
Nearly half of investors check their portfolio at least once a day. 1 Many of them aren't reviewing anything. They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into. That's a different exercise. And the years around retirement are where the difference starts to matter most. The Habit That Isn't Doing What You Think It Is Checking a portfolio...
The Armchair Investor
Two decades ago, we recognized a significant opportunity to spread the word about an investment philosophy that was beginning to gain traction among investors – the idea that the most intelligent approach to stock market investing involves evidenced-based investing and passive portfolio management.
Over the course of twenty years, while collaborating with clients from diverse backgrounds, we discovered that the true value of this investment philosophy lies in its ability to redirect our focus towards what we can control rather than fixating on market fluctuations.
Our purpose in publishing the book The Armchair Investor in 2003 was to impart these enduring principles to anyone who wants financial serenity in their retirement. Achieving this mission may require collective effort, as we cannot do it alone, but together, we can make a significant impact.
