Welcome to Cambridge Wealth Management

Cambridge Wealth Management is a fee-only independent investment firm serving high-net-worth individuals and institutional investors.

Core Values

EXCELLENCE | Set the bar high — Pursue continuous improvement in every aspect of work to improve efficiency, productivity, and quality.

HARMONY | Create an inclusive, harmonious workplace by fostering open, honest communication and respecting each other’s differences.

INDEPENDENT THINKING | Be curious. Analyze and question the assumptions that shape consensus viewpoints to achieve exceptional long-term results.

The Logo Story

The Cambridge Wealth Management logo design is based on an ancient Japanese coin called the “Four-Mon” coin. It was conceived over the weekend of July 4th, 2014, when our founder’s mother showed him some "Four-Mon" coins during breakfast.

In Ancient Asia, it was believed that the earth was flat and square, while the heavens were round, resembling an umbrella that covered the earth. A square placed within a circle represented perfect balance and harmony, and held special significance as a symbol of prosperity. The waves depicted on both sides of the coin were emblematic of happiness.

Established 2014

Mitsuo Eli Lockrow returned to his rural birthplace and founded Cambridge Wealth Management, driven by two passions: Managing risk-aware, conflict-free portfolios and delivering an excellent client experience.