I want you to be in a better, safer, more secure financial position.
We’ll get there by working together.
Whether you are experiencing major life changes, planning for retirement, or simply deciding where to invest and save your money, a financial professional can advise you, the investing client, on how to best prepare your finances for the future. Selecting an independent financial professional is an important step to achieving your goals.
At Allegro Wealth Advisors, we work with business owners, families, and individuals to clarify financial goals and create a financial plan to achieve them.
Our clients are resourceful self-starters, entrepreneurs, and professionals looking for reassurance and guidance to help ensure they’re on the right path toward financial success. We seek to alleviate their concerns, congratulate them on their successes, and work together to achieve even greater prosperity.
Every client will go through our comprehensive financial planning process, which analyzes existing assets and liabilities, client risk tolerance, tax rates, and legal documents to gain a holistic depiction of the client’s current financial situation. With this information and the client’s goals, we suggest strategies and investments in the following areas:
In addition to these financial strategies and solutions, we also act as a behavioral coach for our clients to help them save and plan for their goals. We build long-term relationships with our clients and treat everyone with the dignity and courtesy they deserve.
Honored to be among the most respected firms in the industry, Cambridge is a 12-time honoree in the Broker-Dealer of the Year annual poll by Investment Advisor magazine1 and has earned an overall average of 9 out of 10 from our advisors based on Cambridge’s Advisor Satisfaction Survey over the last 20 years.
Ranked among the top 10 independent broker-dealers by revenue2, Cambridge remains strong and growing – in part due to our conservative financial strategies and the disciplined efforts of financial professionals in their independent businesses. In addition, we believe our long-term success is also due to the appeal of moderate business practices and traditional values.
In keeping with Cambridge’s longstanding focus on flexibility and choice, our financial solutions are designed to give independent financial professionals the ability to serve their clients according to their unique business model, while using multiple management styles based on the preferences of their investing clients. To best support independent financial professionals and their clients, we continue to support both fee-based and commission options, giving investing clients the freedom of choice in how they interact with their financial professional.
At Cambridge, our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We support over 3,300 independent financial professionals nationwide who serve their hundreds of thousands of clients3. We are proud that advisors who share our core values of integrity, commitment, flexibility, and kindness choose Cambridge as their financial solutions firm. The advisors affiliated with Cambridge live and work in communities all across the country, servicing investing clients who reflect the unique demographics of their communities.
Why is private control and independence important?
You may be familiar with firms that are subsidiaries of commercial banks, investment banks, or investment companies. An independent, privately controlled firm is different because they generally do not underwrite securities, create research, or engage in investment banking. They allow financial advisors to offer non-proprietary products, such as mutual funds or life insurance, from a wide variety of companies. Many independent financial professionals choose to work with Cambridge because of their ability to provide investment advice and holistic financial and retirement planning guidance without expectations to sell proprietary products.
For more information, visit www.JoinCambridge.com.
1. Investment Advisor magazine, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four divisions are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. This recognition is not representative of investment performance or returns of advisors. Visit thinkadvisor.com.
2. Financial Planning magazine, June, 2012-2019.
3. As of June 30, 2019.