Cambridge Capital Management is a fee-only investment management firm offering advisory services that are completely objective and never misguided by proprietary kickbacks.

SEE HOW WE'RE DIFFERENT

Our wealth management firm serves a variety of clients. Whatever your financial goals and intentions, we can create a plan specifically tailored to meet your needs.

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OUR STORY

 

Founded to be an investment firm focused on complete customization with transparent integrity, Cambridge Capital management was an early fee only investment advisory firm in the area.


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MEET OUR TEAM

click on each image to watch a video from each team member

Cambridge Capital Management financial advisors in O’Fallon IL

Nathaniel W. Klitzing, CFP®

CEO – Principal Wealth Advisor

nklitzing@camcapmgt.com
Cambridge Capital Management financial advisors in O’Fallon IL

Matthew J. Hawk, CFP®

Senior Wealth Advisor

mhawk@camcapmgt.com
Cambridge Capital Management financial advisors in O’Fallon IL

Samuel E. Hopkins, CFP®

Wealth Advisor

shopkins@camcapmgt.com
Cambridge Capital Management financial advisors in O’Fallon IL

Kenneth R. Diel

Founding Partner

Cambridge Capital Management financial advisors in O’Fallon IL

Jennifer S. Schaltenbrand

Operations Manager

jschaltenbrand@camcapmgt.com

Dalton J. Powers

Client Experience Associate

dpowers@camcapmgt.com

YOUR NEEDS

Our wealth management firm serves a variety of clients. Whatever your financial goals and intentions, we can create a plan specifically tailored to meet your needs.

Contact us today to find out how Cambridge Capital Management, LLC can help you with your financial planning and investment management needs.

We also encourage you to browse our site to learn more about us, our difference, and our solutions for clients. Visit our Client Center to find useful tools, resources, market summaries and more.

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OUR DIFFERENCE

At Cambridge Capital Management, our firm prides itself on offering customized, Fee-Only services executed through a strategic process.

We are earnestly committed to upholding our duties as a fiduciary to provide clients with honest, objective financial advice.


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OUR SOLUTIONS

At Cambridge Capital Management, we are focused on providing clients with comprehensive investment and wealth management services. Through our wide range of financial planning solutions, we can help you identify and capitalize on your unique financial opportunities.

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WHY CHOOSE US

INDEPENDENT FINANCIAL ADVISEMENT

RETIREMENT

Our retirement process begins by encouraging you to envision your retirement lifestyle.

INVESTMENT

Designing an investment portfolio involves creating a policy to fit your needs based on various factors.

ESTATE

Creating a successful estate plan takes specific goals.

RISK PROTECTION

Personal risk protection is an essential component of any comprehensive financial plan.

TAX

Any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications.

EDUCATION

We work with our clients to structure traditional and non-traditional education funding plans.

CHARITABLE

As your individual wealth increases, you may wish to include charitable components in your estate plan.
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THE CAMBRIDGE DIFFERENCE

ADVANTAGES OF
FEE-ONLY

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THE CAMBRIDGE DIFFERENCE

ADVANTAGES OF
FEE-ONLY

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Our Business Advantage

IN-HOUSE FINANCIAL WELLNESS

We have a unique financial wellness program available to business owners that assists your employees with financial planning.

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