Wealth Management

Many clients became Cambridge clients when they were just starting out. Over the years they have progressed with Cambridge guidance and have accumulated substantial wealth.

Many of our clients have told us that their annual investment review is no longer sufficient. They have found that as their net worth increased they needed and desired more individual attention from us or wanted Cambridge to recommend others to monitor their investments.

Financial Independence is Within Your Reach

Based on several years of working with a small number of clients, we have developed a wealth management option, which provides the services that our clients have said they desire.

In today's fast paced society, it is crucial to manage your time more efficiently. We have found that offering focused Strategic Financial Retreats to our high net worth clients have maximized the use of their time and energy.

Together with the expertise of Bert Whitehead and his team, you will be able to clarify your advanced investment objectives, your growth and income needs, and liquidity requirements. With our assistance we will then establish a customized investment portfolio based on your objectives and risk tolerance. The Cambridge Wealth Management program takes care of the day-to-day decision making and keeps you informed with monthly reporting and phone calls or e-mail.

Wealth Management Services