Welcome

To The Smart Alternative in
Wealth Management 

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

 

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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.


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