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Description

While not working, Dillon enjoys spending time with his family, traveling, playing guitar and working with his hands around the house. Dillon and his wife Jamie of 10 years have two children, Cole (5) and Ellie (4). They have made their home in the Puget Sound area for over 11 years.

In order to complete certain transactions or to provide you with the financial services that you request or authorize, it may be necessary for us to provide nonpublic personal information to companies, individuals, or groups that are not affiliated with CWM. For example, the implementation and administration of your financial plan may require CWM to provide nonpublic personal information to unaffiliated money managers, custodians, brokerage firms and insurance companies that you have selected based upon our recommendations to you.

CWM believes the place “the puck will be” is with “Best of Class” managers and in asset classes that are in longer-term uptrends. The construction of portfolios will be much more critical if we are indeed in an environment where the S&P 500 is weak and the trend is not sufficient to carry a broad spectrum of stocks higher. We continue to believe that strong growth is sustainable in selective areas such as natural resources, agriculture, quality foreign stocks in countries with surpluses & savings, and in globally dominant multi-national companies.

EDUCATING EMPLOYEES ABOUT OUR CODE OF ETHICS: We provide all employees with a copy of our Code of Ethics, who will, in turn, acknowledge receipt of the Code and their full understanding of the Code.

Cambridge Wealth Management is an independent, privately held Registered Investment Advisory (RIA) firm, dedicated to enhancing the financial lives of clients through customized Life by Design ™ planning and the execution of the firm's 20/20 Investment Vision ™. Clients work with a dedicated advisor to structure a wealth strategy built for this generation and for generations to come.

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