individuals and Families

You lead a busy life. We understand the challenges you face as you pursue your life and wealth goals simultaneously.

your challenges may include:

  • Time constraints

  • Trying to link scattered assets and accounts

  • Having assets mis-allocated

  • The overall cost of multiple services and advisors

  • Concerns about financial risk

  • Estate planning

How we help:

  • Coordinating with outside advisors, such as CPAs and attorneys

  • Managing your investments based on your goals and values

  • Ongoing financial planning updates from your dedicated Certified Financial Planner™

  • Offering an engaging Personal Financial Management (PFM) portal that keeps your “cash flow-based” financial plan front and center

With a Cambridge Wealth Management plan in place, you’ll be better able to focus on your wealth-life goals and understand what it will take to reach them. And, you’ll have more time to pursue the activities that you truly enjoy.


Gain clarity and achieve your vision