Cambridge Wealth Management is a service-focused financial advisory firm that helps individuals, families, and institutions solve complex financial matters, invest strategically, and pursue long-term goals.

what should i expect?

A personalized, thoughtful approach — one that addresses the complexities of managing wealth by developing an understanding of your vision and goals in order to develop a financial strategy that gives you confidence.

There are six vital components to a comprehensive financial plan

There are six vital components to a comprehensive financial plan

Our disciplined processes 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 vision.


How we work together.


First, we'll learn about your most important priorities, the values that inspire you, and uncover your financial goals.


Next, we'll agree on the areas of your financial life that you would like us to review and our fees. Then, we'll gather your data, analyze your current position, and design your financial plan.


Lastly, we'll make our strategic recommendations, provide a clear plan of action, and begin syncing your accounts. With our ongoing monitoring, we're always there for you, to adjust your strategy when needed.


Wealth management personalized to you.


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Aligned with your goals



Customized tax-smart portfolios



Learn our story