Plan today for the tomorrow you deserve.

Guiding families through life transitions with personalized financial planning and wealth management services that nurture security, growth, and a brighter future.

Our approach

Camriel Advisors is a boutique financial planning and wealth management firm based in the Mount Shasta area dedicated to helping families navigate life’s financial milestones. From saving for your children’s education and securing a comfortable retirement to building a legacy that protects your loved ones, we provide personalized advice to guide you every step of the way.

Our services

  • Financial Planning

    One time and ongoing financial planning, covering budgeting, saving, education planning, retirement, and more.

  • Wealth Management

    Everything in the Financial Planning package, plus we manage your investments to help protect and grow your wealth.

  • Advisory Services

    Projects, one-off questions, and individual consultations.

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Meet your advisor

  • Sarah Maitre, CFA

    Financial Planner | Founder

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Get started with Camriel Advisors, today.