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About

Discover how Kameo Club transforms financial challenges into opportunities with expertise and integrity.

Your Partner in Financial Excellence

At Kameo Club, we specialize in crafting bespoke financial strategies that align with your unique goals, whether you're an individual investor or a growing enterprise.

Our mission is to empower clients with transparent, data-driven solutions that optimize wealth, mitigate risks, and unlock sustainable growth in an ever-evolving market.

Trusted by clients for our rigorous analysis, ethical standards, and relentless focus on delivering measurable results.

  • Tailored investment portfolios and wealth management.
  • Cutting-edge financial analytics and risk assessment.
  • Comprehensive support for businesses navigating capital markets, mergers, and compliance.

From startups to established firms, Kameo Club combines deep industry knowledge with actionable insights to help you stay ahead.

01

Custom Wealth Strategies

Kameo Club designs personalized financial roadmaps for individuals and businesses to maximize returns and minimize risks.

02

Market-Proven Expertise

With decades of Wall Street experience, our team delivers sophisticated financial solutions grounded in real-world results.

03

Regulatory Excellence

We maintain the highest compliance standards, ensuring your assets are managed with integrity and full transparency.

Satisfied Clients

Billions in Assets

Years of Excellence

Certified Advisors

Premium Financial Services

Institutional-grade solutions tailored for high-net-worth individuals and growing enterprises

Portfolio Management

Customized investment strategies leveraging alternative assets, private equity, and global market opportunities.

Risk Mitigation

Advanced hedging strategies and stress testing to protect against market volatility and black swan events.

Capital Advisory

Debt restructuring, IPO preparation, and strategic capital raising for business expansion and acquisitions.

Tax Optimization

Cross-border tax strategies, captive insurance solutions, and charitable giving frameworks.

Legacy Planning

Dynasty trusts, family office services, and succession planning for multi-generational wealth transfer.

Regulatory Compliance

SEC/FINRA compliance programs, AML protocols, and financial governance frameworks.

Financial Leadership

Our executive team combines bulge-bracket experience with innovative financial engineering

James Wellington, Founder & CEO

James Wellington

Founder & CEO

Former JP Morgan Managing Director with 30+ years structuring complex financial instruments and $15B+ in closed deals.

Victoria Chen, Chief Investment Officer

Victoria Chen

Chief Investment Officer

BlackRock alum with dual CFA/FRM certifications, specializing in global macro strategies and alternative assets.

Robert Kensington, Head of Private Wealth

Robert Kensington

Head of Private Wealth

Led UHNW services at Morgan Stanley, architecting bespoke trust and estate solutions for 150+ families.

Why Choose Kameo Club?

Smart financial guidance and transparent answers for modern investors

What types of financial services do you offer?

Kameo Club offers tailored financial planning, investment advisory, business funding, and risk management solutions for individuals and enterprises.

How do you ensure the security of client information?

Client data is encrypted and stored securely, with multi-layered authentication and ongoing security audits conducted by certified third-party firms.

How do you approach investment planning?

We adopt a balanced approach that emphasizes growth, risk control, and long-term wealth accumulation through diversified portfolios and ongoing portfolio review.

Are your services fee-based or commission-based?

Kameo Club is a fee-only advisory firm. We charge transparent management fees with no commissions, ensuring our advice is always aligned with your best interest.

Can you assist with tax and estate planning?

Absolutely. Our team includes financial advisors and tax professionals who develop integrated strategies covering charitable giving, estate structures, and tax efficiency.