About the Firm

Cambridge Wealth Counsel is a wealth management firm dedicated to providing personal help to a select group of financially successful people. Our goal is to help you make informed, smart money decisions so you can lead a life of significance. Through a hands-on, disciplined meeting process we create a lifelong consultative relationship focused on meeting your unique financial needs.

DAEMON_1407340_MC_7439

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.

Our History

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.

Our Team

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.

Meet our team
Open element in lightbox

This page will be redirected in 50 seconds to the new website or you can click here to go now.

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