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Custody services and other brokerage services provided to clients of Cambridge Wealth Management, LLC are offered by Charles Schwab & Co., Inc. (“Schwab”), Member FINRA/SIPC, a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators.
Cambridge Wealth Management, LLC (“Cambridge”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). There is no form of legal partnership, agency affiliation, or similar relationship between your wealth advisor and Schwab, nor is such a relationship created or implied by the information herein. Schwab does not prepare, verify or endorse information distributed by Cambridge and therefore does not assume any responsibility for its content.