Camelot Wealth Management Partners

What would you do with an inheritance?

Take your time, understand your options, and plan wisely to support your long-term goals. A thoughtful approach today can make a lasting impact on your financial future.

Learn more here: https://bit.ly/4uOBROw

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

image.advisoremail.ameriprise.com

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

image.advisoremail.ameriprise.com

Happy Birthday, Jeff! 🥳

Today we’re celebrating you and your dedication to helping clients feel confident about their financial future. Your commitment to personalized advice and building meaningful relationships truly makes a difference every day.

Wishing you a fantastic year ahead filled with continued success & happiness!

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

Happy Birthday, Mike! 🥳

Thank you for your unwavering commitment and for being an invaluable part of our team. We hope you have an amazing day!

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country.

In observance of Memorial Day, our office will be closed today. We will resume normal business hours tomorrow.

Please join us in welcoming Alexandra "Ally" Bayer to the CWMP team! 👏

Ally is a student at the University of Florida studying Public Relations and is joining us this summer as a Marketing Intern. She’ll be helping with event planning, gifting, supporting marketing initiatives, and more.

Fun fact: Ally loves the beach, traveling, and cheering on the Boston Bruins! 🏖️✈️🏒

We’re excited to have you on board, Ally!

Welcome our newest CWMP intern! 👏

Mason Hudson is a rising junior at Franklin & Marshall College in Lancaster, PA, where he is studying business. Born and raised in Delray, Mason is a member of the men’s lacrosse team and an avid fisherman who loves the outdoors. He is joining us this summer as a financial intern and is excited to learn from the team and gain hands-on experience.

We’re thrilled to have you on board, Mason! 💼🚀