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OUR

ADDRESS

3025 Windward Plaza, Alpharetta, GA 30005

Suite 250A

Email:  aholbrook@nettunogroup.com
Tel:  770-688-3935

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    *Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, CA, CO, FL, GA, MI, MN, MO, MT, NC, NH, NV, SC, TN, VA, WA.  Cambridge and Nettuno Wealth Management are not affiliated. Cambridge and Nettuno Wealth Management are not affiliated. Nettuno Wealth Management is a marketing designation used by independent financial advisors.

     

    Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss, including total loss of principal.
     
    Representative(s) may not be registered to provide securities and advisory services in all states.

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    Cambridge does not offer tax or legal advice.


    IMPORTANT CONSUMER INFORMATION 
    A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

    Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Cambridge’s Form CRS (Customer Relationship Summary) https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/

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    **Criteria to be awarded Best Personal Wealth Manager by Atlanta Magazine. (1. Credentialed as an investment advisory representative (IAR), a FINRA-registered representative, a CPA or a licensed attorney. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
    3. Favorable regulatory and complaint history review. 4. Fulfilled their firm review based on internal firm standards. 5. Accepting new clients. 6. One-year client retention rate (the average one-year client retention rate of this year’s award winners is more than 96 percent).
    7. Five-year client retention rate. 8. Non-institutional discretionary and/or non-discretionary client assets administered (this year’s award winners administer an average of $96 million in client assets). 9. Number of client households served (on average, this year’s award winners serve 222 households). 10. Education and professional designations. )
     

    Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

    © 2017 by Nettuno Wealth Management

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