“You have access to endless resources for financial advice. How do you know what’s relevant and what will work for you? Since 1999, Cambridge Capital Management has been helping clients sift through the information overload.
“CCM is a Registered Investment Adviser (RIA). Unlike a run of the mill “BrokerDealer,” an RIA is held to a Fiduciary Standard by the SEC and has a legal obligation to put your interests ahead of those of the firm.
“We are independent and “fee-only,” meaning you know exactly what you’re paying for. There is no incentive for us to provide you with anything but the solution that is truly best for you. Our unique independent status allows us to remain unbiased in our advice.
“We’re proudly based in O’Fallon, Illinois. There is no need to go to Chicago, New York, or even Clayton for high quality financial planning. Our Wealth Management process covers much more than just your investments. We
will craft a comprehensive strategy encompassing investments, tax implications, estate planning, insurance and charitable planning.
“Don’t just survive the future; plan for it.”
Nathan W. Klitzing, CFP®
Partner/Principal Wealth Advisor
Cambridge Capital Management, LLC