We are grateful to our clients, without whom we would not be where we are today. To ensure the next 35 years are as rewarding as the first, we will continue to build our business in accordance with our core values:
Being true to ourselves and living our values helps us build open and honest relationships. While it is easy to tell our clients what they want to hear, we feel it is crucial we are able to tell them what they need to hear.
Businesses today can be impersonal. We value each of our clients individually, acting with consideration and compassion in all that we do.
We focus our efforts on doing the right things, not just on doing things right. We improve outcomes by concentrating on the things that have a high degree of control, and also have the potential for high levels of impact.
No matter the industry, a successful team is always greater than the sum of its parts. We are a team both within our offices and together with our clients.
For informational purposes only! This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice as individual situations will vary. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax advice. Cambridge and NelsonCorp Wealth Management are not affiliated. NelsonCorp Wealth Management is located at 880 13th Ave N, Clinton, IA 52732. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.