Cambridge Wealth Management, Inc. was founded on the principle that an effective investment portfolio directly reflects the investor’s primary economic objectives. We strive to maximize the probability of achieving all that’s important to our clients. We are a fee-based company, specializing in long-term investment strategy and portfolio design.
At Cambridge, our clients are able to access the services of their own Personal Chief Financial Officer for their investment, tax, and estate planning needs. We help you make smart decisions about your money.
Cambridge provides this service for a select and limited number of high net worth individuals and closely held corporations. We only accept new clients when we have determined that we can add substantial value to their financial situation. In every aspect of our work, we make an uncompromising commitment to provide world-class client service and to meet every client’s highly individualized wealth management needs.
