Cambridge Wealth Management LLC
Financial ServicesWashington, United States0-1 Employees
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
1-888-653-2347 
support@leadiq.com 
