Getting where you want to be

 
 
 

What matters to you?

PASSION | COLLABORATION | INSIGHT

Our clientele is passionate about the work they do, the activities they enjoy and the businesses they run. They genuinely care about their families, their communities and their relationships. Personal wealth management and financial planning can be complicated and is riddled with additional challenges when owning a business. We are here to help you. Learn what makes us different.

Holistic Approach

GUIDANCE FOR YOUR WHOLE LIFE

Personal finances mean different things to all of us. That is why we make it a priority to get to know each client as a person and focus on their perspective. We offer a highly customized, purpose and value driven approach to strategic planning and decision making.

Independence

THE FREEDOM TO FOCUS ON YOU

As an independent financial firm, we are not an employee of an investment or financial services firm. We’re business owners, we aren’t pressured or distracted by corporate interests. We value integrity, commitment and respect. Our work is done in our client’s best interest.

Check us out on FINRA Broker Check

Registered Representative, Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, member FINRA/SIPC Investment Adviser Representative Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered investment Adviser. Cambridge and StrategyCap Inc are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AZ CA, IN, KS, NY, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced. Check out our background on FINRA’s BrokerCheck at http://brokercheck.finra.org.