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ABOUT

Our Team has over 40 years of combined experience as Investment Advisors . We believe in maintaining a positive mindset, creating partnerships with a purpose, and always striving towards client goals. When you work with us, you should expect a collaboration with transparency and consistency. Want to learn more? Contact us today for an initial consultation.

Financial Consultation
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Cambridge and D Squared Wealth Management, LLC and its subsidiaries are separate entities.
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Diversification and asset allocation strategies do not assure profit or protect against losses.
Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products:
CO, IN, NC, and OH.
Form CRS (joincambridge.com)
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©2021 by D Squared Wealth Management, LLC all rights reserved

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