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We strive to create an environment which allows our team to learn, grow, and succeed. This all starts with our core values which we have painstakingly developed with decades of experience and analysis. We know what works for our clients and we strive to facilitate a quality working environment for our team members. Our core values are as follows:
We are driven by a deep commitment to helping families navigate life’s certainties and plan for a secure future. We are looking for individuals who are ready to make an impact and help families achieve their goals. With that said, we respect our team members goals and ambitions and work to enable our team members to grow. We want you to be successful. So let’s grab a coffee and start discussing your goals.
“Just don’t give up trying to do what you really want to do. Where there is love and inspiration, I don’t think you can go wrong.”
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research and Blue Dot Wealth Management are not affiliated.
Cambridge’s Form CRS (Customer Relationship Summary)
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, DC, FL, MD, MI, MN, MT, NC, NJ, NY, NV, OH, OR, SD, TN, TX, UT, VA, WA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Blue Dot Wealth Management 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.