Private Wealth Management

CAM Private Wealth Services is an independent financial planning and wealth management practice, run as a boutique firm founded by John Choudhary. The team focuses on each client's long-term goals and risk tolerance, then builds customized strategies meant to preserve and grow savings. Work covers financial planning, full portfolio management and ongoing wealth management, with access to institutional investment strategies.

Planning clients get a personal financial website that pulls together spending, investments, insurance, property and cash flow, plus secure document storage. The firm is based in Miami, Florida. Its advisers can only work with residents of certain states, so check eligibility before reaching out. The firm has more than 20 years of experience.