Life’s main money challenge is to live a meaningful life with an enjoyable lifestyle and to have our money last as long as we do.

Life Vision

Personal, human,
subjective, emotions

Values recognized.
Values lived.

Adaptive to life change

Money philosophy
and principles


Life Fuel

Technical, objective,
skill oriented,


Investment Strategy


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 Advisor.  Cambridge and Waterstone Financial Services are not affiliated.

Investments products and services available only to residents of :California (CA), Florida (FL), Georgia (GA), Indiana (IN), Massachusetts (MA), Michigan (MI), New York (NY), Pennsylvania (PA), Texas (TX), Utah (UT), Virginia (VA), Vermont (VT)

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