Cambridge Wealth Counsel is a wealth
management firm that helps a select group of financially
successful people make smart money decisions so
they can lead lives of significance. By using a
disciplined meeting process that answers our clients’
unique needs in investment consulting and the advanced
planning areas of wealth enhancement, wealth transfer,
wealth protection and charitable gifting, we create
lifelong consultative relationships.
In 1996, Robert Hockett, CFP® founded Cambridge Wealth Counsel to help extended family members manage
their personal and financial transitions after they
sold a large family business. In 1999, Rob expanded
the firm’s wealth management services to meet
the needs of a select group of non-family members.
Today, our wealth managers in Atlanta and Salt Lake
City work with an exclusive group of clients around
the country for whom we can have a tremendous impact.
As fee-only wealth managers we operate under a stringent
code of ethics, strictly focus on our affluent clients’
needs and never receive commissions for our advice.
We invite you to contact us to explore whether or
not we should work together. If we are not the right
firm for you, we would be more than happy to refer
you to a firm that is more appropriate.
Robert Hockett recently spoke at the 2014 Utah Dental Association Annual Convention in Salt Lake City in two knowledge sessions: “The Dental Financial Life-Cycle” and “Managing Personal, Practice, and Investment Debt”.
Dental Products Report honors Cambridge Wealth Counsel by naming two of its Wealth Managers to its list of “Best Financial Advisors for Dentists” in 2011, 2012, 2013 and 2014.
Atlanta Magazine names Robert Hockett and Barry Kaplan to exclusive list of “Five Star Wealth Managers” in 2008, 2009, 2010, 2011, 2012 and 2013
Medical Economics honors Cambridge Wealth Counsel by naming two of its Wealth Managers to its coveted list of “Best Financial Advisors for Doctors” in 2011-2013.
Cambridge Wealth Counsel named to Atlanta Business Chronicle's 2012 List of Atlanta’s Top 10 NAPFA Fee-Only Investment Managers