Your financial life is complicated - investments, estate planning, insurance, retirement planning, tax strategy, and more. All these areas are interconnected. By integrating financial planning and asset management, Cambridge Wealth Management can help ensure that you're moving toward your goals with clarity and confidence.
First, we'll learn about your most important priorities, the values that inspire you, and uncover your financial goals. Lastly, we'll make our recommendations and suggest a clear plan of action that harmonizes your financial life. With ongoing guidance, we're always there to help keep you on track.
First, we'll learn about your most important priorities, the values that inspire you, and uncover your financial goals. Lastly, we'll make our recommendations and suggest a clear plan of action that harmonizes your financial life. With ongoing guidance, we're always there to help keep you on track.
Services
Large corporate firms' wealth management services never made complete sense to me. Over time, I came to the realization that the conventional "wirehouse" financial advisory model was, in many ways, at odds with my business philosophy and cultural values.
So, after a successful career at UBS and Merrill Lynch, I decided to form Cambridge Wealth Management in 2014, and execute on my vision to create a better wealth management experience by integrating the values of clarity, harmony, and excellence into our traditional financial services paradigm.Your best interests, served | I care deeply about always doing what's best for our clients.
So, after a successful career at UBS and Merrill Lynch, I decided to form Cambridge Wealth Management in 2014, and execute on my vision to create a better wealth management experience by integrating the values of clarity, harmony, and excellence into our traditional financial services paradigm.Your best interests, served | I care deeply about always doing what's best for our clients.
You lead a busy life. We understand the challenges you face as you pursue your life and wealth goals simultaneously. Offering a cutting-edge digital wealth management experience that syncs your various accounts and documents, bringing clarity and harmony to your financial life. Partnering with you on a personalized plan that reflects your unique goals - 1:1 reviews from a dedicated financial planner to help keep you on track.
At Cambridge Wealth Management, we understand that your wealth presents uniquely complex situations. So, we offer an approach that integrates both financial planning and asset management, which we believe is the best path for achieving your vision. We'll work closely with you to identify the most effective wealth management strategies for you and your family, then apply our expertise to develop a plan that builds and protects your wealth.
An independent registered investment advisor held to a fiduciary standard of care, our open architecture platform allows us to build unconstrained portfolios that have the right mix of investments to meet your objectives. By having the deepest possible understanding of your financial goals and the global economy and translating that understanding into first-rate portfolios, we build lasting relationships with our clients.
Achieving your dream of a secure, comfortable retirement requires building a financial plan and remaining disciplined in your investing. With so much at stake, it pays to take a step back and see whether your plan takes into account the major risks to retirement income adequacy. Investment risk | The possibility that an actual return on investment will be lower than your expected return.
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