Welcome To The Smart Alternative in

Wealth Management 

A full-spectrum, fiduciary wealth advisory firm, Cambridge Wealth Management offers individuals, families, and institutions tailored financial advice and investment services. We draw on our decades of experience as trusted advisors 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 and moving you towards your goals with clarity and confidence.


built on a holistic financial planning foundation

At Cambridge Wealth Management, we believe better decisions are made when we connect with you on a personal level, establishing a deep understanding of your most important priorities, the values that inspire you, and what you want to accomplish with your assets. Simply put, our approach empowers you to define and achieve your financial goals.

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Aligned with your goals & vision.



See why we're different.



Investing for optimal results.

The Story behind our logo

The design of the Cambridge Wealth Management logo is based off a Japanese coin called the “Four Mon" coin. In Asian lore, 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 logo design's symbolism is the genesis of our mission statement: To help clients prosper by creating harmony in their financial lives.

And the colors — muted red, white, and bluish-purple — are variations on the colors of our American flag. After all, the logo was conceived on the weekend of July 4th.

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