Wealth Portal

Please click the link below to access your encrypted personal wealth management portal.


Asset Custody

Custody services and other brokerage services provided to clients of Cambridge Wealth Management, LLC are offered by Charles Schwab & Co., Inc. (“Schwab”), Member FINRA/SIPC, a leading provider of trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third-Party Administrators. 

Cambridge Wealth Management, LLC (“Cambridge”) and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). There is no form of legal partnership, agency affiliation, or similar relationship between your wealth advisor and Schwab, nor is such a relationship created or implied by the information herein. Schwab does not prepare, verify or endorse information distributed by Cambridge and therefore does not assume any responsibility for its content.