Rebecca D. Turner, ChFC

 

 

 

 

 

 

 

 

 

 

 

 

 

Rebecca Turner, ChFC®  
Founder/Managing Partner

 

 

 

 

 

 

 

 

 

 

 

 

 

Jennifer Perez, Operations Manager

Forrest Rahn, Project and Client Services Manager

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Click here to see our October 2019 Shredding Party

 

Working with Wealth Strategy advisors gives you time for what matters most: Spending time with your friends and family, traveling, staying healthy and enjoying life!

We can help you capitalize on the market volatility during the pandemic (Covid-19) by our process that we call "capturing gain." Ask us how we do this and how we can do this for you! 

Our services cover all areas of financial management including wealth protection, strategies, income strategies, asset management, financial and estate planning. Please remember to visit our website often, as our content is constantly changing.  

View your CIR Statements by clicking the Cambridge button below. 

 

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