Our Broker-Dealer

Marsico Wealth Management is dedicated to remaining independent and having the freedom to structure our business in a manner that best serves our clients. That’s why we’ve chosen Cambridge Investment Group, Inc., as our financial solutions firm. Cambridge is a privately controlled firm focused on serving independent financial advisors and their investing clients. Cambridge is a national corporation with a registered investment adviser and industry leading independent broker-dealer.

We share in Cambridge’s core values of integrity, commitment, flexibility, and kindness, and are proud to to work for a firm whose purpose is to make a difference in the lives of their advisors, their advisors’ clients, and their associates.

Cambridge’s home office is located in Fairfield, Iowa, and have over 3,000 financial advisors across the nation.¹

1 As of December 31, 2016

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