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 combining both financial planning and asset management. Our disciplined process 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.

There are six vital components to a comprehensive financial plan

There are six vital components to a comprehensive financial plan


harmonizing your financial life

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

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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.

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

 

Our mission is simple: To help our clients prosper by creating clarity and harmony in their financial lives.
— Mit Lockrow, Wealth Strategist & Founder

Wealth management personalized to you

 

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WEALTH MANAGEMENT >

Aligned with your goals

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ASSET MANAGEMENT >

Customized tax-smart portfolios

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