Nathaniel W. Klitzing, CFP^®

Cambridge Capital Management, LLC was founded in 1999. We provide a disciplined, academically based investment and planning experience tailored to address your distinct willingness, ability and need to accept market risk. Offering a relationship built on personal trust and company-wide integrity we serve as a Registered Investment Adviser offering fee-only investment management and financial planning services to individuals, businesses, trusts, partnerships, not-for-profit organizations and retirement plans. Our unique independent status allows us to remain impartial in our advice. We receive no benefit from brokerage firms, commissions, finder’s fees, or products of any kind. Thus, we are free to focus strictly on developing and implementing disciplined investment and financial planning strategies for you. At Cambridge Capital Management, LLC we understand that wealth is simply a means to attain life’s goals, whatever they may be. We know that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values. With that in mind, we work to build our business by getting to know and understand your goals and objectives. Then, we devise a plan unique to your personal situation. Through it all, we counsel you on how the important financial decisions you make now may affect your future lifestyle and long-term goals.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Corporate Finance, Getting Divorced, Employee Benefits, Limited Partnerships, Government & Military, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Sudden Wealth, Personal Taxes