Private Wealth Management

At Cambridge Wealth Management, we understand that your wealth presents uniquely complex situations. So, we offer an approach to wealth management that integrates both financial planning and asset management which we believe is the best way for you to achieve your vision. 

We'll work closely with you and, if needed, your other professional advisors to select the services that best suits your needs, then apply our expertise to develop tailored solutions to grow and protect your wealth. 

harmonizing your financial life 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 (infographic above). After an initial consultation, we’ll agree on the areas of your financial life that need reviewing and fees.

A well-designed, properly implemented wealth plan can be transformative and help you:

  • Improve cash flow

  • Reduce taxes

  • Assess insurance needs

  • Decide how to invest

  • Plan for retirement

  • Create an estate plan

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.

Wealth management personalized to you

Cash Flow Management

This is the first step toward creating a sense of harmony in your financial life. We’ll analyze your balance sheet and assist you in developing a sensible budget that helps you stay on track financially so you can achieve your goals.

Tax Strategy

We carefully review your personal income taxes and portfolio to help you manage your wealth in the most tax-efficient way. Our asset location strategy strategically place each security in the most tax-advantaged accounts. Subsequently, the impact of taxes is often reduced.

Risk Management

When risk is measured and managed, it can have a positive impact on your financial life. After reviewing your current insurance policies and financial position, we’ll make recommendations that meet your unique needs.

Asset Management

An independent registered investment advisor held to a fiduciary standard, our open architecture platform allows us to build first-rate, unconstrained investment portfolios that have the right mix of investments to meet your unique financial goals.


Retirement Planning

Retirement planning has two phases: accumulation and distribution. During the accumulation phase, we help clients in setting goals and implementing financial strategies to achieve them. Our retired clients rely on our expert advice and solutions — so they can continue to enjoy the lifestyle they deserve.

Estate Planning

Creating a lasting legacy for the people and causes that you care about requires thoughtful planning. We can suggest strategies to help ensure that your wealth passes as you want it to and a significant portion doesn't end up in the hands of unintended heirs or go to the government.

aligned with your goals & values:

Asset minimum: $500,000

  • Ongoing wealth plan reviews from a Certified Financial Planner™ with high-level planning experience

  • Tax-smart investment portfolio mix of low-cost index ETFs, stocks, & individual bonds

  • Family tiered billing = lower fees

  • Collaboration with your CPA & estate attorney

  • Engaging Personal Financial Management portal that syncs your accounts and helps you stay on track

  • Individualized attention — you’ll feel like our only client

Cambridge Wealth Management offers what you need and deserve from a wealth management firm — tailored solutions, deep expertise, and a personal relationship with a trusted advisor — so you can pursue your financial future with confidence.

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