Coastal Family Wealth Advisors
Coastal Family Wealth Advisors
Coastal Family Wealth Advisory is proud to be a branch office of Cambridge Investment Research, Inc., an award-winning independent broker-dealer. This partnership provides us with access to a broad range of services, investment products, and industry expertise, allowing us to better serve our clients.
Founded in 1981* by Eric Schwartz, Cambridge is dedicated to supporting independent financial professionals in providing objective, client-focused advice. As a firm specializing in fee-based advisory solutions, Cambridge offers investment products and services from hundreds of providers – ensuring recommendations are based on client needs rather than the interests of a sales manager or parent company.
*Cambridge and its predecessor broker-dealer
Who We Serve
Business Owners
Medical Professionals
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Contact Us
Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Coastal Family Wealth Advisory and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of CA, FL, IL, MA, ME, MI, NH, NY, RI, VA, and VT. Advisory services only in Arizona. No offers may be made or accepted outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Coastal Family Wealth Advisory makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.
Cambridge's Form CRS
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Main Number:
Office: 774-219-7798