Welcome

A full-spectrum, fiduciary wealth advisory firm, Cambridge Wealth Management provides tailored solutions 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 disciplined process helps to ensure that the vital components of a smart wealth management plan — cash flow management, asset management, estate planning, risk management, retirement planning, and tax strategy — are working together in perfect harmony, so you can 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

clarity.png

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

Clarity

clarity.png

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

harmony.png

Lastly, we'll make our strategic recommendations and provide a clear plan of action. With our ongoing monitoring, we're always there for you, to modify your plan when needed.

ready to get started?


Our mission is simple: To help our clients prosper by creating clarity and harmony in their financial lives.
— Mit Lockrow, Wealth Strategist & Founder

Wealth management tailored to your life

 

wealthicon-02 (SO Design's conflicted copy 2018-01-15).png

WEALTH MANAGEMENT >

Aligned with your goals & vision.

pie.png

ASSET MANAGEMENT >

Customized tax-smart portfolios.

team.png

ABOUT >

Learn our story.