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