Achieving your desired outcomes and living your ideal life should not be just a dream but instead a reality. What does an ideal life look like? Are you living it? At Cambridge Wealth Management we believe that living your ideal life shouldn't just be words or something that you dream about, but instead the fulfillment of your life's work.
We use a detailed and well designed process to help our clients achieve their desired outcomes and ultimately live their ideal life. By utilizing a team approach of seasoned professionals in the five major areas of financial planning, we offer a comprehensive planning solution that will not only help you get your entire financial house in order but make sure you keep it that way forever.
We use a detailed and well designed process to help our clients achieve their desired outcomes and ultimately live their ideal life. By utilizing a team approach of seasoned professionals in the five major areas of financial planning, we offer a comprehensive planning solution that will not only help you get your entire financial house in order but make sure you keep it that way forever.
Services
Rich graduated from Washington State University with a Bachelor of Arts in Business Administration in Accounting and Finance. He has been providing financial planning and consulting services, as well as investment management for clients in the Puget Sound area since 1987.
Rich specializes in helping client's achieve their desired outcomes for the future and live their Ideal Life through utilizing a multi-disciplinary approach to providing comprehensive planning solutions in the areas of financial planning, investment management, risk management, tax and legal.Brandon has dedicated his life to helping individuals through public service.
Rich specializes in helping client's achieve their desired outcomes for the future and live their Ideal Life through utilizing a multi-disciplinary approach to providing comprehensive planning solutions in the areas of financial planning, investment management, risk management, tax and legal.Brandon has dedicated his life to helping individuals through public service.
Get their entire financial house in perfect working order and help them keep it that way forever. Have a "10" level of confidence so that no matter what happens in the financial markets, the economy or the world, they will have the highest probability of achieving their goals or desired outcomes for the future.
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision making process. After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected out- comes.
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