We filter out the noise, simplify complex issues and provide clarity in financial planning.

Personalized wealth management, so you can accomplish all that is important to you
and enjoy peace of mind.

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As a corporate executive, the stakes are high.
We help you skillfully manage your wealth, responsibility and reputation.

Personal counsel, trusted experience and proactive management
for all aspects of your finances and career.

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If you’re a licensed professional, you have
a lot on your plate. We’ll keep you on track
for the future and save you time.

From managing debt to planning for retirement and protecting your reputation,
our trusted experts can help you navigate over the long-term.

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As a successful business owner, you’ve realized you can’t do everything yourself. We provide the expert counsel you need to achieve your goals.

Delegate your financial planning tasks and get the trusted guidance you need to focus all
of your attention on growing your business.

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Helping you ask the big questions—and find the real answers.

Through our consultative process we work to understand what money means to you, then we help you make the smartest possible financial decisions.

What to expect when you work with us »

Comprehensive wealth management means more than just investment management.

No matter what stage of life you’re in, we want to help you achieve and maintain your personal definition of financial freedom.

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Offering expert and caring Wealth Managers you can trust.

Our experienced Wealth Managers provide straight talk, coaching, and a one-on-one relationship.

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Latest Articles

How to Help Retired Parents Buy a New Home

Brandy Wright’s expertise is again on display in an article by Daniel Bortz on realtor.com. For ma ... Read More »

How to Save For a Down Payment While Renting

Brandy Wright was recently quoted in “Down Payment Savings Tips for Renters,” by Daniel Bortz. S ... Read More »

Gift Funds and College Tuition — How Much Can You Give?

In June, an article by Glenn Ruffenach in the Wall Street Journal quoted Barry Kaplan regarding gift ... Read More »

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Modera

Cambridge Wealth Counsel Has Merged!

We are pleased to announce that effective July 1, 2016, we have merged with Modera Wealth Management, LLC (“Modera”), an independent, fee only wealth management firm with offices in Georgia, Florida, Massachusetts and New Jersey. The merger brings together two growing firms with a common set of values and wealth management philosophies. Both share a deep dedication to being a fee-only fiduciary, providing objective advice in the best interests of their clients, remaining independent and continue to deliver exceptional service.

The resources and expertise we can provide to our clients are enhanced; the combined group results in a team of 51 employees, including 25 holding the CFP ® certification, 5 with the CFA designation, 3 CPAs, one JD, one CDFA, one EA and one CFTA. Along with your current wealth management team, we may, depending on your needs, introduce other specialists in our expanded group.

The name “Modera” stands for “to manage, to moderate”, with various roots in Latin, Italian and Spanish. Given that we are creating long-term financial plans and managing assets for the long-term with emphasis on risk management, the name Modera embodies our core beliefs. It is up to date and forward looking, yet grounded in the principle of “take no more risk than one needs to achieve one’s goals”.

Please click here to be redirected to the ModeraWealth.com website. If you would like to have a conversation about the merger, please do not hesitate to reach out to us. We are reachable at the same unchanged phone number (770) 506-7377

We are so grateful for the trust and confidence of you, our clients. We look forward to continuing to serve you and your families in the years ahead.

Rob, Barry, Brandy, Tana, Salome and Doreth

The New Georgia Office of Modera Wealth Management