Wealth Management
At Cambridge Wealth Management, we understand that your wealth presents uniquely complex situations. 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.
How we work together
First, we'll learn about your most important priorities, the values that inspire you, and uncover your financial goals.
Next, we'll agree on the areas of your financial life that need reviewing and our fees. Then, we'll gather your data, analyze it, and develop your strategy.
Lastly, we'll make our recommendations and suggest a clear plan of action. With ongoing guidance, we’re always there to help keep you on track.
Cash Flow Management
Being in control of your month-to-month expenses will give you a high level of financial well-being. We’ll analyze your balance sheet and assist you in developing a sensible budget that helps you stay on track to achieve your financial goals.
Asset Management >>
An independent registered investment advisor held to the highest standards of fiduciary excellence, our open architecture platform allows us to build first-rate, unconstrained portfolios that have the right mix of investments to meet your unique financial goals.
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 estate 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.
Insurance
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 needs.
Retirement Planning
Retirement planning has two phases: accumulation and distribution. During the accumulation phase, we help clients in setting financial goals and implementing strategies to achieve them. Our retired clients rely on our strategic advice, tax-smart distribution solutions, and portfolio risk management skills — so they can continue to enjoy their lifestyle.
Tax Strategy
We will suggest that you 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.
*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.
