The Cambium Path
Cambium is a thin formative layer within a tree’s tissues that is responsible for annual growth. In lean years, when rains are scarce, the tree rings are closer together. In wet years, the rings are wider apart. Whatever the circumstances, growth is always happening. At Cambium Wealth and Legacy Strategies, we strive to help our clients grow both in their understand of investing and their goals and in financial security. We help people build strategies to channel their wealth, or life’s abundance, into a legacy for themselves, their families, and their communities.
The Path Forward
For Mary and Jodi, merging of firms has been a delight. Jodi watched Mary grow up; Mary saw Jodi as a mentor and hero in the industry. They are loving working together, with their team and with the wonderful people they serve. Jodi and Mary are philanthropists at heart and enjoy being involved in their communities. They are leaders in the industry and are so proud to demonstrate what women leadership can accomplish.
A Family Legacy
Charlie and Tom’s father, John, had an insurance and real estate business dating back to the 1940s. When Charlie returned from Viet Nam and Tom graduated from college, they then began their financial services careers. Both were quick to utilize advancing technology and to apply it to the changes happening in society. Tom and Charlie have always worked together, separately. To date they still talk every Tuesday.
It has been a joy to merge their firms together.