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Cambridge Wealth Management

6957 Littlerock Rd SW, Suite B
Tumwater, Washington 98512
United States
 
Contact :      
Phone :       360 491 4426
Fax :             360 539 8541
Email :         dillonm@cambridge-wealth.com
Web :           http://www.

Cambridge Wealth Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $0
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2007
Wrap Programs Offered? : No
# of Accounts Managed : 0
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Cambridge Wealth Management History


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 0 Analysts : 0
Portfolio Managers : 0 Traders : 0
Client Service : 0 Operation : 0

Cambridge Wealth Management Personnel

Mr.  Jeff Wachtman

Portfolio Manager
Tel : 360 491 4426
Email: jeffw@cambridge-wealth.com
Jeff is a well-known expert in risk-managed investing programs designed to help retirees preserve their income and increase their income. Mr. Wachtman began his career in 1986 with a large national insurance company and was appointed regional investment products specialist and training coordinator. In 1996, in the pursuit of broader access to investment opportunities for his clientele, he became the founding partner of Cambridge Financial Services, Inc. He has been educating seniors in the Puget Sound are for over 20 years on how to avoid the most common investment mistakes. Mr. Wachtman's articles on Successful Inveseting and Dynamic Asset Management have been published in serveral publications including The Daily Olympian, Moni-Research and in online investment advisory websites. He has also provided advisory services to mutual funds and has managed investment programs through Select Advisors, a network of approximatley 600 programs from top money managers accross the country.

Cambridge Wealth Management Product Name

Report Created: January,23 2020.  Copyright Money Manager Review , All rights Reserved.
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