Welcome

A full-spectrum, fiduciary wealth advisory firm, Cambridge Wealth Management provides tailored financial advice and 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 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

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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 your current position, and design your financial plan.

Confidence

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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 adjust your strategy when needed.

 

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

 

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WEALTH MANAGEMENT >

Aligned with your goals & vision.

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ASSET MANAGEMENT >

Customized tax-smart portfolios.

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ABOUT >

Learn our story.