Our Financial Firm

Cambridge Investment Research, Inc.

PNW Tax and Wealth Advisors is an independent financial services firm. This means that we operate independently from Wall Street, big banks, and insurance companies. Having that separation allows us to focus on servicing our clients to the best of our abilities without corporate infrastructure getting in the way. We are going to work for you, not a corporation.

We have chosen Cambridge Investment Research, Inc. as our broker-dealer. Cambridge prides themselves on being fiercely independent and is among the largest privately-controlled independent broker-dealers in the country. Remaining independent and privately controlled has long been part of Cambridge’s plan.

Independence Focused On You

Learn More About Cambridge

5725 Southwest Hall Boulevard, Beaverton, Oregon 97005 | P: 503-641-0475 | Email 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 adviser. Cambridge and PNW Tax and Wealth Advisors, LLC are not affiliated. Cambridge does not provide tax advice. This communication is strictly intended for individuals residing in the states of CA, IL, MN, OR, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, PNW Tax and Wealth Advisors, LLC 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 the site.

PNW Tax & Wealth Advisors, LLC.