Fee-Only Wealth Advisor for Camas Retirees

I’m Charles, an independent, fee-only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.

I work with Camas retirees who want to delegate their financial decisions, providing ongoing financial planning and investment management so they can retire with confidence and pay less in taxes.

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Professional headshot of Charles Petitjean, CERTIFIED FINANCIAL PLANNER® professional. He has short light brown hair, blue eyes, wearing a blue blazer and a checkered shirt, against a white background.

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Fee-Only Financial Advice

Optimize Your Investments

Lower Your Lifetime Tax Bill

Retire Conidently with Less Worry

I help Camas retirees bring all the key pieces of their financial life together, including:

  • Planning for your retirement income needs

  • Smart withdrawal strategies

  • Tax-efficient investment management

  • Optimized Social Security benefits

  • Estate and legacy planning

  • Optimizing your charitable gifts

  • Working closely with your tax professional, estate attorney, etc.

  • and much more - so that everything works together as one!

 

Our Camas Office!

A festive scene at night in Camas, WA with a decorated Christmas tree and a crowd of people in front of a lit-up building with neon signs reading 'Liberty'.

Liberty Theater in December - Downtown Camas