If you are a prospective client, we invite you to
contact us for a brief phone conversation with Rob
Hockett, our Director of Business Development. During
this initial call, Rob will determine if it makes
sense for one of our Wealth Managers to hold a more
in-depth Discovery
Meeting with you and which Wealth Manager would
likely be the best fit for your situation.
Tana Flores, our Marketing Coordinator, can arrange
a call between you and Rob. Tana may be reached
at 770-506-7377 (801-938-4840 from Metro Salt
Lake) or Tana@cambridgesouthern.com.
Please let Tana know the best phone numbers and
times for Rob to call you. If you prefer, Tana
can schedule a call for a specific time.
Our Wealth Management service is designed for
clients with at least $1 million in investment
assets, but in some cases it may be appropriate
for clients with significant net worth or income
who may not yet have $1 million in liquid investments.
Our Financial Planning or Investment Management
services may be a good fit for clients where Wealth
Management is not. However, these other services
may not be available from all our advisors.
Ultimately, if we are not the right firm for
you, we would be more than happy to refer you
to a firm that is more appropriate. Please contact
us for an initial conversation so that we may
assess your situation and answer your initial
questions.
Contact
Us | Consultative
Process | Wealth
Management Formula
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