Who We Are
About Cammareri Wealth Management Group
Our Mission
From Chaos To Clarity
Our mission is to transform disorganized finances into a clear, coordinated plan built on clarity, integrity, trust, legacy, and truly personalized guidance.
Meet the Founder
Paul F. Cammareri, EMBA, AWMA®
Paul F. Cammareri is an Accredited Wealth Management Advisor (AWMA®) with nearly 20 years of experience helping clients navigate markets, taxes, and major life transitions. Before founding Cammareri Wealth Management Group as an independent firm, he spent years in NYC finance, gaining firsthand insight into portfolio management and the challenges faced by high-net-worth families and professionals. Since 2016, Paul has focused on bringing that big-city expertise home to the Hudson Valley, blending institutional-level discipline with the accessibility of a local, family-owned practice. He is deeply committed to serving Orange County, Rockland, Dutchess, NYC, Northern New Jersey, and clients in other states through both in-person and virtual planning.
Meet Our Executive Assistant
Ana Robledo
Ana Robledo serves as the Executive Assistant at Cammareri Wealth Management & Insurance Solutions, where she plays a pivotal role in supporting the firm’s leadership and ensuring seamless day-to-day operations. With a strong background in administrative management and client service, Ana is known for her organizational excellence, attention to detail, and proactive approach to problem-solving.
Ana is the central point of coordination for internal communications, scheduling, and client engagement, helping the team maintain efficiency and focus. Her professionalism and warm demeanor make her a trusted liaison between clients and advisors, contributing to the firm’s reputation for personalized and responsive service.
Driven by a commitment to excellence, Ana brings both strategic insight and a collaborative spirit to her role, helping the firm deliver high-quality financial and insurance solutions with care and precision.
Why Work With Us
The Principles Guiding Every Financial Decision
Communication
We keep the conversation going with clear, proactive updates and plain-language explanations, so you always understand where you stand, what we’re recommending, and why it matters for your bigger picture.
Consolidation
We help you bring scattered accounts, strategies, and documents together under one coordinated plan, reducing complexity and making it easier to see how all the pieces of your financial life fit and work together.
Customized
No two clients receive the same roadmap. Your plan is built around your goals, family dynamics, risk comfort, and timeline, with tailored strategies for investments, retirement, insurance, and estate planning.
Comprehensive
We look at your entire financial life, not just a single account or policy. From wealth management and tax awareness to retirement income, insurance, wills, and trusts, we aim to ensure every decision supports the whole plan.
Commitment
We’re in this with you for the long term. As life changes and markets shift, we stay beside you—reviewing, adjusting, and following through—so your plan remains relevant, resilient, and aligned with what matters most.
Ready to Get to Know Us Better?
If you’re looking for a long-term financial partner who will learn your story, coordinate the moving parts, and communicate in plain language, we’d be honored to talk. Whether you’re just starting to organize scattered accounts or you’re ready to refine an existing plan, our family-owned firm is here to help you move from chaos to clarity.
