Welcome

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 dynamic process helps ensure that the vital components of a smart wealth management plan are working in harmony to grow and protect your wealth. Our goal is to empower you to define and achieve your financial goals.

  There are six vital components to a comprehensive financial plan

There are six vital components to a comprehensive financial plan


discovery

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First, we'll learn about your most important priorities, the values that inspire you, and uncover your financial goals.

clarity

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Next, we'll agree on the areas of your financial life that you would like us to review. Then, we'll gather your data, analyze it, and develop your financial plan.

confidence

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Lastly, we'll make our strategic recommendations and implement your plan. With our ongoing monitoring, we're always there for you, to adjust your strategy when needed.



Private Client Key Features: 

  • Objective, tailored advice

  • Tax-efficient investment portfolio mix of index ETFs, mutual funds, stocks, & individual bonds

  • Ongoing individualized financial planning from a dedicated Certified Financial Planner™

  • Fee-transparency: Family tiered pricing = Reduced fee structure

  • Engaging Personal Financial Management portal helps you balance your wealth-life


Wealth management tailored to your life

 

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WEALTH MANAGEMENT >

Aligned with your goals & vision.

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ASSET MANAGEMENT >

Investing for optimal results.

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ABOUT >

Learn our story.