Cambridge Wealth Management, LLC

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CLOSED NOW - Opens at 9:00am

Life by Design planning and Investment Management for business owners, professionals/executives and some retirees. Life by Design is a unique, proprietary discovery process that allows you to gain a deeper understanding of your true visions, values and goals for a well lived life and for sound financial management. You understand that money is not the be all end all, but you also appreciate money as a means to building the life you desire and we understand that truth as well which is why our proven methodology focuses on broadening the conversation to integrate your greatest dreams and desires with your resources. At the end of the day, Life by Design is about discovering what moves, touches and inspires you now and in the future. Our 20/20 Investment Vision (philosophy) has an active style and focuses on capturing as many positive upswings as possible while diligently seeking to avoid the downswing

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Extra Phones

: 360-539-8541

: 800-807-9846

Accreditation

Chamber of Commerce, Rotary

Other Link

http://www.cambridge-wealth.com

Other Email

Email Business

Categories

Retirement Planning Services, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities