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:
Trying to link scattered assets and accounts
Having assets mis-allocated
The overall cost of multiple services and advisors
Concerns about financial risk
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.