Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Katherine Chambers is a Registered Investment Advisor Representative at Truvestments Capital LLC, a firm with offices in Bellingham, WA, and Sarasota, FL. Wendy has been in the financial services industry since 2003. She has a strong background in tax preparation and works as a tax manager for Safstrom CPAs & Advisors, PLLC. Wendy has a passion for helping individuals and families achieve their financial goals. She provides financial planning and portfolio management services to her clients. Wendy is committed to providing personalized service and building long-term relationships with her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WA
10/21/2024 - Present
Truvestments Capital LLC (Bellingham WA)
Active
Inactive
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