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

  • The cost and inconvenience of multiple services and advisors

  • Concerns about retirement and legacy planning

How we can help:

  • Offering an engaging Personal Financial Management (PFM) portal that links 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 so you can achieve your vision.

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 contact information and questions to begin a conversation.

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Cambridge Wealth Management, LLC does not serve as an attorney or accountant. Cambridge Wealth Management, LLC does not prepare estate planning documents or tax returns.

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