Campbell Wealth Advisors

An Independent Boutique Financial Services Firm

Campbell Wealth Advisors is an independent financial services firm, providing cross-border expertise and global perspective to financial planning, wealth management, retirement income and estate planning, and advanced life insurance strategies.

Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor.

What We Do

About Us

Our mission is simple: to help our clients protect their wealth and build their financial future. No small feat, but one we’ve been doing for 25 years — and we do it by educating and empowering our clients through smart planning and expert advice that’s focused on what’s important to them.

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our unique approch

Our Unique Approach

Why Campbell Wealth Advisors?

Back in the early 1900s, Leith and Olive Campbell had accumulated enough capital and inventory to open a general store in a small mining town in Northern Canada. One store soon became two, two became four, and the couple found themselves as two of the most respected merchants and traders in the area. That pioneering spirit is alive and well today in their grandson, Stuart Campbell, founder and president of Campbell Wealth Advisors.

At Campbell Wealth Advisors, we use our pioneering spirit to provide independence and opportunity to our clientele. It’s all about a comprehensive and active approach — an approach best described in just three words: PLAN, ADVISE, PROTECT. We start by identifying what you want to achieve with your financial future. Working backwards from there, we can then advise and recommend financial products that make sense for you, your resources, and your objectives. And to mitigate risk, as well as protect your wealth from market volatility, we overlay tactical strategies and actively manage your account.

Blog

Hidden Volatility Costs and Active Portf...

I have been in the Institutional Trading business for 28 years and recently made the move into the Financial Advisory world. I landed at a reputable BD/Insur

PRESIDENT TRUMP’S TAX PLAN

Since President Trump’s election, the markets have climbed to record heights, partially thanks to investor enthusiasm for Trump’s policies. One of those policies is tax reform. After months of

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Current Insights from Campbell Wealth Advisors
7 Keys to Successful Wealth Management f...

The similarities in culture, language, and lifestyle between Canada and the United States lead many to believe moving to the U.S. is a simple transition and doesn't require advanced planning. But the

Six Steps to Financial Independence for ...

Financial independence: it’s a common term you’ve probably seen in TV commercials, magazine ads, and billboards. But what does financial independence mean, exactly? And why is it so important, par

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Our Mission

We help our clients protect their wealth

We help them build their financial future, too. What’s more, we do both by educating and empowering them through smart planning and expert advice based on what they find important. In other words, we take our fiduciary responsibility seriously, putting each and every client’s needs before our very own. We’d even go so far as to say our goal is to positively change the financial services industry one client at a time.

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Cross-Border Financial Planning

Working (or retiring) in a country other than your own is exciting, but it adds a great deal of complexity to everything from financial planning to estate planning. How one system affects and interacts with the other is essential to minimizing risk, alleviating taxation, and managing investments.

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Fee-Only Wealth Management

As fee-only advisors, we do not receive compensation from another party for your business. That means our team has no conflicts of interest, allowing us to provide more comprehensive advice and recommendations based solely on the interests of those we serve — like you.

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Business Succession Planning

Planning for the succession of a business is steeped in complexities — both personal and professional. Whether keeping it in the family, selling all or part of it to another party, or formalizing a buy-sell agreement, it’s often challenging, and you need to devise a practical plan for the transition of your business.

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Wealth Transfer Strategies

Preparing wills, gifting funds, or establishing trusts are just a few of the strategies available to distribute assets to your family and other beneficiaries. Sometimes, however, you’ll need investment services and advanced insurance strategies to actually implement your plan. Our team can work with you to develop a tax-efficient wealth transfer strategy.

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Retirement Income Blueprint

Preparing for retirement without a clear sense of what you need — not to mention, how to secure it — isn’t wise. Our Retirement Income Blueprint takes stock of your current portfolio, annuities, and assets in comparison to your current retirement plan. Then, we offer up alternative strategies to mitigate risk and improve probability of success.

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Advanced Life Insurance Strategies

Life insurance products can do so much more than provide beneficiaries money upon your death. They can actually be critical facets to a financial plan, helping to secure your retirement, minimize taxation, maximize estate value, and even protect your legacy…as long as you customize those products to your investment and estate plans.

Who Makes It Possible

It’s our opinion at Campbell Wealth Advisors that you should know exactly who’s overseeing all of your wealth management, retirement income, estate planning, and advanced life insurance strategies. Here are just a few of the folks working for your future:

Michael Quance
Retired Advisor
Michael Quance

Retired Advisor

Mike Quance began his illustrious career in the financial services industry in 1971. Knowing this was his true calling, Mike decided to start his own business, Quance Financial Services, which he owned and operated for over 40 years until his retirement in 2013. During this time, he used his knowledge and experience in disability insurance to become an expert in the field and was a life and qualifying member of the Million Dollar Round Table, a member-driven, international network of leading insurance and financial investment services professionals.

Mike lives in Bessemer, MI, with his lovely wife, Phyliss. The couple enjoys traveling, spending time with family and friends, and wintering in Florida.

Angela Lendway
Service Assistant
Angela Lendway

Service Assistant

Angela Lendway works as administrative and client support for our team at Campbell Wealth Advisors, coming to us with over 23 years of administrative, business, and insurance experience. Angela started her career as a receptionist, and then upon earning her degree, she moved on to the role of Sales Administrative Assistant. From there, she took on more responsibilities, becoming a Benefit Analyst, Benefit Consultant, and Account Manager. To say she’s a perfect fit for our organization would be an understatement.

Home for Angela is Minneapolis, MN, where she fully enjoys the downtown culture of arts and theatre. When not taking in a show or exhibit, you can find Angela at the Minnesota Arboretum or Como Park, particularly in the fall.

Stuart Campbell
President & Founder
Stuart Campbell

President & Founder

Stuart J. Campbell is President and Founder of Campbell Wealth Advisors (formerly Campbell Financial). Stuart started in the financial services industry back in 1990 with the establishment of Campbell Financial, a boutique independent financial services firm. Over the years, he built this firm into a multimillion-dollar business, advising executives, retirees, business owners, and corporations themselves in the areas of wealth management, retirement income planning, estate planning, business succession planning, and individual and corporate life insurance. As a result, Stuart is now considered one of the top 1% of life insurance and financial services professionals in the world.

Coming from a family that truly embodies the pioneer spirit (his grandparents were general merchants, owning a number of general stores in small mining towns along Northern Canada, while his father was a successful airline owner and operator), Stuart decided to pull up stakes and relocate his business from Canada to the United States in 2013. His U.S. immigration status has provided him with very unique insights into the world of cross-border financial planning and wealth management, allowing him to advise his clients on the often-complex financial issues of a cross-border lifestyle from a firsthand perspective.

Stuart currently lives in Minnetrista, MN, with his brilliant and supportive wife, Susan. Together, they’ve raised two children, a son and daughter, and are now raising two furry kids, Scout, a big, yellow “lap-rador,” and Bob the Cat, rescued from the mean streets of Minneapolis. When not working, you can find Stuart spending time with his family, boating, traveling, and trying new restaurants around town.

  • CFP, Certified Financial Planner (Canada)
    Certified to advise on Canadian financial planning matters by the Financial Planning Standards Council of Canada, an affiliate of Financial Planning Standards Board Ltd. Www.fpsc.ca
  • CLU, Chartered Life Underwriter (Canada) 
    The Institute for advanced Financial Education, Canada. Www.iafe.ca
  • TEP, Member of STEP (Society of Trust and Estate Practitioners)
    STEP is the leading international organization for trust and estate professionals. Headquartered in London, England. Www.step.org

Susan Campbell
Office Manager
Susan Campbell

Office Manager

Susan Campbell is our Office Manager at Campbell Wealth Advisors, where she plans to continue her 30-year quest to inspire, edit, motivate, harness, and corral Stuart, our President and Founder. When not keeping an eye on Stuart, you can find her using her limitless skills to manage and oversee office organization, human resources, workshop coordination, etc. Prior to taking on the role as Office Manager, Susan spent 26 years as a social worker in the field of child welfare. It’s the field she studied while at St. Thomas University, New Brunswick Canada, and the University of Manitoba in Canada.

Like Stuart, Susan lives in Minnetrista, MN, where she’s the proud mother of two wonderful kids (and two animals, a dog and cat). She considers herself a wannabe interior designer and enjoys exploring differences in culture, cuisine, and thought.

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Contact Info

Office
Campbell Wealth Advisors
12800 Whitewater Drive Suite 100
Minnetonka, MN 55343
United States
Privacy Policy

This privacy policy discloses the privacy practices for Campbell Wealth Advisors, LLC (www.CampbellWA.com) and applies solely to information collected by this web site. It will notify you of the following:

  • What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
  • What choices are available to you regarding the use of your data.
  • The security procedures in place to protect the misuse of your information.
  • How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing

We are the sole owners of the information collected on this site. We only have access to collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill a request or everyday business purposes, e.g. process transactions, respond to a query, maintain accounts, respond to legal investigations, report to credit bureaus.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

  • See what data we have about you, if any.
  • Change/correct any data we have about you.
  • Have us delete any data we have about you.
  • Express any concern you have about our use of your data.

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, provide financial advice, bill for services, or manage customer experience) are granted access to personally identifiable information. The computers and/or servers in which we store personally identifiable information are kept in a secure environment.

Cookies

We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Updates

Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (952) 474-1270 or via email at stuart@campbellwa.com.

Disclaimers

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Campbell Wealth Advisors LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that Campbell Wealth Advisors LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

WealthGuard™ 

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product