Cambridge Wealth Counsel is fee-only. We are compensated solely by our clients, not by any commissions or payments from outside sources, and are proud of our stringent code of ethics.
In 1996, Robert Hockett, CFP® founded Cambridge Wealth Counsel in order to help extended family members manage their personal and financial transitions after they sold several large family businesses.
In 1999, Robert 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. We strive to build and maintain long-term relationships with those with whom we can have a significant impact.
We are proud of our Wealth Managers and dedicated support staff. Together we form a dynamic advisory team with a breadth of life and professional experience matched by very few in our industry. Our team is wholly dedicated to your success.