Contact Us

All of our team members may be reached at:

Phone: 770-506-7377
Fax: 770-506-7379

Local Salt Lake City callers may also use:

Phone: 801-783-2241
Fax: 801-770-2007

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Contact our team members

Our wealth managers in Atlanta and Salt Lake City work with an exclusive group of clients around the country.

Robert S. Hockett, CFP®
Wealth Manager, President, Director of Business Development
robert@cwcounsel.com

Tana Flores RP®
Portfolio Administrator, Technology Specialist
tana@cwcounsel.com

Dr. Barry H. Kaplan, CFP®, EA
Wealth Manager, Chief Investment Officer
barry@cwcounsel.com

Brandy Wright, MBA
Wealth Manager, Marketing Coordinator
brandy@cwcounsel.com

Neil Mahoney, MBA, CFP®
Director of Business Administration, Chief Compliance Officer
neil@cwcounsel.com

Salome Rose
Executive Administrative Assistant, Client Service Administrator
salome@cwcounsel.com

Doreth Goodall
Client Service Administrator
doreth@cwcounsel.com

Office Locations

Atlanta Northside
115 Perimeter Center Place, NE
Suite 860
Atlanta, Georgia 30346
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Driving Directions

Atlanta SouthsideBy Appointment only
200 Corporate Center Drive
Suite A
Stockbridge, Georgia 30281
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Driving Directions

Salt Lake City
10808 South River Front Pkwy
Suite 315
South Jordan, UT 84095
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Driving Directions

Remote / Virtual Relationships

We are quite adept at and very happy working with clients who do not live near one of our physical offices. Cambridge Wealth Counsel currently works with clients in 16 states from California to Florida. We have found that with the effective use of technology, such as virtual web meetings, email, and teleconferences, we can work with clients across the country.

Some virtual and remote clients choose to travel to our offices occasionally for face-to-face meetings. We have clients close to our offices who choose to hold some meetings via teleconference and the internet just to avoid traffic. The bottom line: we can customize the logistics of working together to meet your needs.

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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