Core Values

HARMONY | We cultivate trust and understanding, fostering a harmonious, inclusive environment.

INDEPENDENT THINKING | We strive to develop our own insights and are comfortable being different.

EXCELLENCE | We pay attention to the details and pursue continuous improvement.

SIMPLICITY | Simplicity — at its core — is about clarity. There is no need to over-complicate things.


 

The Logo Story

The Cambridge Wealth Management (CWM) logo design is based on an ancient Japanese coin called the “Four-Mon” coin. It was conceived on the weekend of July 4th, 2014, when our founder’s mother, a Japanese native, showed him some "Four-Mon" coins during breakfast.

In Ancient Asia, the shape of coins was symbolically important. The earth was believed to be square, and heaven was round. Placing a square in the center of a circle symbolized perfect balance and harmony and held special significance as a symbol of prosperity.

The pattern of the eleven waves on the reverse of the “Four-Mon” coin symbolized happiness. Today, the seven waves depicted in CWM’s logo represent the vital components of an investment plan that, when appropriately implemented, can lead to prosperity. The logo colors red, white, and bluish-purple (blurple) are derived from the flag of the United States — a symbol of freedom. After all, the logo was conceived on the weekend of July 4th.