Wealth Management

Over the years many clients have progressed with Cambridge guidance and have accumulated substantial wealth. They found the standard retainer option for investment review was no longer sufficient. In response to their needs, we have developed a wealth management option, which provides the additional services that our clients have said they desire.

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 a customized investment portfolio will be established 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.

Financial Independence is within Your Reach

Cambridge's Wealth Management retainer options allow for more individual attention to those clients with a net worth of over one million dollars. We offer options that allow our clients to receive the amount of advice necessary for their specific situation.

Wealth Management Limited – For those clients, who wish to have more face-to-face interaction without a need for scheduled monthly phone calls. This option includes up to the following appointments based on your situation:

  • 1 half-day appointment (up to 3 hours);
  • 3 quarterly investment appointments (up to 1.5 hours) to rebalance portfolio and determine appropriate strategy in the coming quarter

Wealth Management – For those clients, who have more complicated scenarios, requiring or desiring more frequent contact. This option includes up to the following appointments based on your situation:

  • 2 half-day appointments (up to 3 hours);
  • 2 quarterly investment appointments (up to 1.5 hours) to rebalance portfolio and determine appropriate strategy in the coming quarter;
  • 6-8 monthly phone calls (up to 30 minutes) to discuss ongoing implementation and cash management

Wealth Management Elite – For those clients who require more in depth individual attention. This option includes up to the following appointments based on your situation:

  • 4 half-day appointments (up to 3 hours); 
  • 6-8 monthly phone calls (up to 30 minutes) to discuss ongoing implementation and cash management