To The Smart Alternative in
A full-spectrum, fiduciary wealth advisory firm, Cambridge Wealth Management provides tailored financial advice and investment services to individuals, families, and select institutions.
what should i expect?
A personalized, thoughtful approach — one that addresses the complexities of managing wealth by combining both financial planning and asset management. Our process helps ensure that the four cornerstones of a smart wealth management plan — asset management, estate planning, retirement planning, and tax planning — are working in harmony to grow and protect your wealth.
Insight. Clarity. Harmony.
The Logo Story
The design of the Cambridge Wealth Management logo is based off a Japanese coin called the “Four Mon" coin modeled after Chinese coins issued by the Tang dynasty (618 - 907). In Ancient Asia, the shape of coins was symbolically important — earth was believed to be square and heaven was round. Thus, a square in the center of a circle symbolizes perfect balance and harmony and has special significance as a symbol of prosperity and good luck.
The pattern of the eleven waves on the reverse of the Four Mon coin was considered to be a symbol of happiness. Today, the six waves depicted in our logo represent the six vital components of a comprehensive financial plan. (see graphic above).
The coin shape symbolism is the genesis of our mission statement: To help clients prosper by creating harmony in their financial lives.
Wealth management tailored to your life
Private Client Key Features:
- Tax-efficient investment portfolio mix of index ETFs, mutual funds, stocks, & individual bonds
- Tailored advice
- Ongoing financial planning from an dedicated Certified Financial Planner™
- Fee-transparency: Family tiered pricing = Reduced fee structure
- Personal Financial Management portal designed to help ensure that the four cornerstones of a smart wealth management plan— asset management, estate planning, retirement planning, and tax planning — are working in harmony to grow and protect your wealth