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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 toward 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.

let's get all the parts of your financial life working together in harmony

The Story behind our logo

The design of the Cambridge Wealth Management logo is based off a Japanese coin called the “Four Mon" coin modeled after Chinese coins issued by the Tang dynasty (618 - 907). In Ancient Asia, the shape of coins was symbolically important — earth was believed to be square and heaven was round. Thus, 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 pattern of waves on the reverse of the Four Mon coin was considered to be a symbol of happiness. Today, the six waves depicted in our logo represent the six vital components of a comprehensive financial plan. (graphic above). 

The coin shape 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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Aligned with your goals & vision.



Investing for optimal results.



Learn our story.

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