NetworkยทFamily Office
๐ SARASOTA, FL
SEC CRD #801-132855
Home | Justin Rees --> 240 South Pineapple Avenue, Suite 204, Sarasota, FL 34236 941-444-1120 justin@cambriawealth.com Login Create Your Path We strive to simplify your financial life and provide you the freedom to focus on your passions and be confident about your future. Schedule A Consultation Wealth Management, Designed For You Comprehensive Financial Planning, Custom Investment Strategy At Cambria Wealth Management we know the importance of having a holistic financial plan - designed for you and your family and encompassing all parts of your financial life. We create each plan around your specific goals, considering all aspects of your financial situation into your custom path for retirement. Our team of experts will integrate the latest tax and estate planning strategies, alongside our proprietary investment research and management process to develop a personalized plan that gives you the confidence and peace-of-mind to live life the way you envision it. Our guiding principle in everything we do is to provide exceptional service and deliver outcomes that exceed your expectations. As fiduciaries, we will always act in your best interest, and as retirement planning specialists we have the skills and training that will cater to the specific needs of you and your family - now and in the future. And we do it all at a cost that is below the industry average. 1 Whether you re currently in retirement, preparing for the transition into this next chapter in your journey, or many
JUSTIN REES
MANAGING MEMBER
๐ (941) 444-1120
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AUM
$116M
Location
SARASOTA, FL
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