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Cambria Wealth management

EST. AUM
$115,735,000

CONTACTS
1

CLIENT ACCOUNTS
315

Firm Details

Metro area Charlotte
CRD Number 335458
Website cambriawealth.com
Client types

Overview

Cambria Wealth Management is a Sarasota, Florida-based financial advisory firm specializing in comprehensive retirement planning. The firm offers personalized financial strategies that encompass tax, estate, and investment planning, aiming to simplify clients' financial lives and provide them the freedom to focus on their passions. Their approach integrates the latest tax and estate planning strategies with proprietary investment research and management processes, delivering a holistic plan tailored to each client's unique goals. As fiduciaries, Cambria Wealth Management commits to acting in clients' best interests, ensuring confidence and peace of mind as they navigate their financial futures.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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