Cambridge Wealth Management, Inc.

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.

Tax Planning to Minimize Tax Liability

In the US, we have entered an environment of rising taxes. That’s why it’s important now, more than ever before, to incorporate tax planning into your portfolio and all of your financial decisions.

Investing in a tax-deferred vehicle means your money will compound interest for years, unfettered by income taxes, allowing it to earn interest at a faster rate. While very few investments avoid taxes altogether, many allow you to defer paying them until retirement—when you may be in a lower tax bracket.

ERISA 3(38) Independent Retirement Plan Advisors

Cambridge Wealth Management business services division offers ERISA 3(38) fiduciary services to small and medium-sized businesses with individual financial planning [401(k)] guidance for their employees.