Cambridge Wealth Management is an independent, privately held Registered Investment Advisory (RIA) firm, dedicated to enhancing the financial lives of clients through customized Life by Design™ planning and the execution of the firm's 20/20 Investment Vision™. We guide you through a personal journey of discovering what is most important to you by asking the right questions. Together, we craft a plan of action to fulfill your vision and accompany you through the seasons of your life.
CWM's professionals have dedicated their careers to wealth management and the team has guided clients through bull markets as well as bear markets and everything in between.
CWM has no financial arrangements or conflicts of interest with third parties that may present a conflict of interest; this enables CWM to make independent, unbiased decisions with clients utilizing a global tool box of resources.
Quick Facts:
Privately owned
Approximately 70 client relationships and 6 employees
Client retention rate is over 97%
Advisors invest a significant portion of their personal portfolios in CWM investment strategies
Company Details
- Employees
- 1
- Founded
- -
- Address
- 6957 Littlerock Road Sw,
- Phone
- +1-360-491-4426
- cw****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- cambridge-wealth.com
- HQ
- Tumwater, WA
- Competitors
- Journey.
Cambridge Wealth Management Llc Questions
Cambridge Wealth Management Llc's helpline number is +1-360-491-4426
Cambridge Wealth Management Llc's website is cambridge-wealth.com
Cambridge Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/cambridge-wealth-management-llc
Cambridge Wealth Management Llc has
1 employees.
View email and phone details for 1
employees at Cambridge Wealth Management Llc.
Cambridge Wealth Management Llc's industry is
Financial Services
Cambridge Wealth Management Llc's top competitors are
Journey.
Cambridge Wealth Management Llc's support email address is cwm@cambridge-wealth.com
Cambridge Wealth Management Llc's categories are Financial Services
Cambridge Wealth Management Llc's founding year is 2007
