Michele Camp on Wealth, Trust, and What Matters Most | At Depth

What does it mean to build wealth without losing sight of what matters most? On this episode of At Depth, Ben Rodgers sits down with Michele Camp, founding partner of Beacon Advisors, to explore the connections between money, trust, relationships, and the values that shape how we live and lead. Drawing on her experience across trading, private banking, and wealth management, Michele explains why financial planning is about far more than portfolios and returns. It’s about understanding people, building relationships rooted in genuine care, and helping families make thoughtful decisions about their wealth, their legacy, and their future. They discuss why trust is built through actions, how wealth can complicate relationships, and why families need to have important conversations before a crisis forces them to. Michele also shares her perspective on independent advice, putting people ahead of products, and the unexpected lessons that come from slowing down and letting go of control. In this conversation: Why trust starts with actions, care, and genuine relationships How wealth can change relationships and complicate the meaning of friendship Why estate planning and family communication matter before a crisis The difference between selling financial products and providing independent advice How Beacon Advisors puts flexibility, personal service, and family values at the center of its work What slowing down can teach us about ambition, control, and rest At its heart, this conversation is about bringing humanity back into finance—and recognizing that financial decisions are never just about money. They’re about people, priorities, and the lives we’re trying to build. Subscribe to At Depth for conversations exploring the through lines connecting what we value to how we lead, build, and invest. #AtDepth #WealthManagement #FinancialPlanning #Leadership