Cambridge Wealth Management LLC Email Format

Financial ServicesWashington, United States0-1 Employees

Cambridge Wealth Management LLC is an independent, privately held registered investment advisory firm located in Tumwater, Washington. It provides customized financial planning and investment management, guiding clients to clarify priorities and implement a structured plan through its planning process and investment approach, while avoiding third-party arrangements that could create conflicts.

The firm serves individual clients seeking ongoing wealth management and positions itself as an independent option focused on unbiased guidance across market cycles. With a retention rate exceeding 97% and a client base of around seventy relationships, its advisors also invest a substantial portion of their own portfolios in the firm's investment strategies.

Sign up for free to view info

Company overview Employee directory