FROM Chaos TO  Clarity

Family-owned and based in Goshen, we help Orange County families, professionals, and retirees simplify wealth management, retirement, estate planning, Medicare, and insurance decisions under one roof.

Build a Future You Can Count On

Your financial life touches everything you care about, from your family to your future lifestyle in Orange County and beyond. At Cammareri Wealth Management Group, we bring together investments, insurance, retirement, and estate planning so you’re not juggling a dozen firms and logins. You work directly with a seasoned advisor who listens first and builds a plan around what you actually want your money to do. Rooted in Goshen, NY and serving clients across the Hudson Valley and other states, our mission is simple: help you move from financial chaos to lasting clarity. 

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Communication

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Consolidation

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Commitment

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Comprehensive

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Customized

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We measure success by the clarity, confidence, and peace of mind our clients feel when their financial life is finally organized and working toward their goals.

A Trusted Financial Partner in Orange County, NY

Wealth Management

Goal-based investment management for high-net-worth individuals and families, with portfolios designed around your risk tolerance, time horizon, and tax situation. We monitor and adjust over time so your strategy stays aligned with changing markets and life events.

Retirement Planning

From “Can I retire?” to “How do I not outlive my money?”, we build retirement income strategies that coordinate Social Security, pensions, 401(k) and IRA assets, and taxable accounts. We help you make thoughtful decisions about rollovers, distributions, and taxes so you can retire with confidence in Orange County, NY.

Estate Planning & Legacy Preservation

We work alongside your attorney to coordinate wills, trusts, beneficiary designations, account titling, and life insurance so your wealth passes smoothly to the people and causes you care about. Our role is to make the financial side of estate planning — including wills and trusts, estate tax strategies, and inheritance planning — clear and actionable.

Insurance Solutions

Insurance is a key part of protecting everything you’ve built. We help you evaluate life insurance, long-term care options, annuities, and other protection strategies so your plan covers both everyday risks and worst-case scenarios.

Medicare & Social Security Planning

Choosing Medicare coverage and timing Social Security benefits are major retirement decisions. We help you understand your options, coordinate them with your investments and income needs, and avoid costly mistakes that could impact your long-term plan.

Not sure where to start?

Who We Serve

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High-Net-Worth Individuals & Families

We help you manage concentrated positions, multi-account portfolios, and complex tax considerations while keeping your goals front and center. From investment management to estate and legacy planning, we aim to protect and grow what you’ve built for future generations.

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Pre-Retirees Planning the Next Chapter

If retirement is five to ten years away, we help you answer the big questions: When can I retire, how much can I spend, and what’s the smartest way to draw income? We design strategies around Social Security, pensions, 401(k) rollovers, and healthcare so you walk into retirement with a clear, realistic plan.

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Retirees Protecting Income & Legacy

Already retired? We focus on sustainable income, risk management, long-term care planning, and estate and legacy strategies — including coordination of wills and trusts with your attorney. The goal is simple: help you enjoy your lifestyle today while preserving options and security for tomorrow.

For nearly two decades, individuals and families across Goshen and the broader Hudson Valley have relied on Cammareri Wealth Management for steady guidance through market cycles, life transitions, and complex financial decisions.

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Here's What Our Clients Are Saying:

Bill M.

Knowledgeable and personable Paul is a great advisor and a good honest friend to have on your side.

Sue I.

I have had nothing but exceptional service from Paul Cammareri. Wonderful gentleman to deal with.

James W.

Paul is very thoughtful, knowledgeable, focused, and easy-going. He has a broad understanding of the multifaceted issues one should be thinking about in the years approaching retirement.

Debra E.

Professional, Knowledgeable and Honest. What more can you ask for.

Maria A.

Neede help choosing a Medicare provider and Paul was invaluable in his guidance. Seems genuinely concerned for his clients well being. I encourage you to seek his council

Joseph F.

Honest, financial solutions

Andre G.

Cammareri wealth Management is the best! Paul takes his time to explain everything to you regarding your finances. He's always there to help in any financial situation. Absolutely knowledgeable and will make you some money too!

Dan A.

We've been with Paul for several years. He's always been responsive and clear. Our investments are tracking according to plan. So we couldn't be happier.

Pamela A.

Paul is always kind, considerate and professional. He listens to our needs , and gives the options with clarity. He doesn’t rush us, and he is always responds in a timely manner.

John F.

Paul is a complete professional and always available. I highly recommend his services and his company.

Susan P.

Very professional services. Educated and knowledgeable always with my case.

Michael P.

I am very happy with the level of service, information, and accessibility that Paul has provided.

Steve H.

Cammareri Wealth Management has provided us with retirement support since 2017. A year ago, I challenged three large broker firms to provide alternative plans and to stress test my plan. The final conclusion was that none had a better plan and Paul Cammareri's support has been outstanding, so with great confidence we continue to trust Paul with our retirement!
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Your financial life doesn’t have to feel overwhelming or disorganized. Whether you’re building wealth, preparing for retirement, or making decisions about wills, trusts, and insurance, we’re here to provide clear guidance every step of the way in Orange County and beyond.

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