We strive to build successful, long-term client relationships based on trust, open communication,
and integrity. We educate our clients to make the best use of their financial assets, real estate
holdings and estate plans in order to retire successfully. We treat each client individually,
since every client has a unique set of circumstances. We tailor our financial advice to match
their goals and be as prepared as possible for life changes such as illness, losing a spouse, an
inheritance, and preparing for retirement.
If you've already experienced a major life event, such as a loss of a spouse--we specialize in helping you through that difficult process. We have an empathetic, confident, knowledgeable support team to successfully navigate this slippery slope. We have created a widow's support group to learn how to support one another and move on to lead fulfilled & happier lives.
Our clients are like extended family and we want to treat them as such. We hold semi-monthly educational & client appreciation events, such as ID Theft, Long-term Care, Social Security, Medicare, Trusts vs. Wills, Cyber Security and then entertainment with Trivia Nights, Spa events, High Tea, Cooking & Baking classes and many, many more.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Foreign Languages Serviced
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Minimum Portfolio Size for New Managed Accounts
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Minimum Fee Charged for Managed Accounts
Securities offered through registered representatives of Cambridge Investment Research, Inc. a Broker Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Family Wealth Advisors, LLC are not affiliated.