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:

  • Time constraints

  • Trying to link scattered assets and accounts

  • Having assets mis-allocated

  • The overall cost of multiple services and advisors

  • Concerns about retirement risks


How we can help:

  • Offering an engaging Personal Financial Management (PFM) portal that helps link your scattered accounts and keeps your “cash-flow based” financial plan front and center

  • Managing your investments based on your goals and values with tax-smart, cost-effective portfolios

  • Individualized attention — 1:1 financial planning updates from a dedicated Certified Financial Planner™ to help keep you on track


Your vision. Our wisdom.

With a trusted Cambridge Wealth Management advisor by your side, you’ll be better able to focus on your wealth-life goals and understand what it will take to reach them. Enter your details to begin a conversation.

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