Welcome. Our mission is to provide the successful individual, non-profit, or small business with a personalized Wealth Management strategy grounded in long-term fundamentals with adjustments made for today's markets. We will help you navigate the risks and rewards of the markets, so you can pursue a comfortable future.
The Corner Office offers the same types of services available at many Wall Street Firms. This is possible due to our strategic partnerships.
The Corner Office services:
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Federal and state regulations prohibit registered persons from soliciting, offering and/or selling any investment products or services unless they are properly registered and licensed in each state jurisdiction. Advisor is registered in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Tennessee, Virginia, Washington, and Wisconsin. Not all products and services referenced on this site are available in every state and may not be available through every representative listed. Diversification and asset allocation strategies do not assure profit or protect against loss. Past performance is no guarantee of future results. Investing involves risk. Investors should be prepared to bear loss, including loss of principal. Neither Cambridge Investment Research, Inc., nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC). Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and The Corner Office are not affiliated.
Pre-Clearance trades for "Access Persons" through our clearing firm - SEC rule 204A-1.
Trusts . . . Revocable and Irrevocable.
IRA's . . . Traditional, SEP, Inherited, Roth and Rollover IRA's.
Individual, Joint and UTMA accounts.
Company Retirement Plans . . . including 403(b) and Simple IRA accounts.