Brandy Wright Quoted in “The Newlyweds’ Guide to Buying a Home”

I was recently quoted in another article by Daniel Bortz on Realtor.com, “The Newlyweds’ Guide to Buying a Home.” 35% of American couples buy their first home together within two years of getting married, but there are plenty of obstacles to overcome — and they can be harder if you’re still in the “honeymoon” phase. … Read More »

Brandy Wright in Money Magazine: Trim Your Car Costs

Daniel Bortz recently interviewed me for an article for Money Magazine about how to “Trim Your Car Costs.” The average American family has 2-3 vehicles, and the article explains how many households could benefit financially by downsizing the number of cars they keep. He also outlines a model for how you can determine if selling … Read More »

How Demographics Influence the Global Economy

The Wall Street Journal has prepared a fascinating analysis of how demographic forces are affecting the global economy. They say, in short: “companies are running out of workers, customers or both.” Demographic trends they identify as contributing factors include: Lengthening lifespans, declining fertility rates, and mounting pensions. For their solutions to the problem and the full in-depth analysis, read the … Read More »

What is a Certified Divorce Financial Analyst?

Back in July 2015, I got my certification as a Certified Divorce Financial Analyst® (CDFA™). What this means is that I can now work directly with divorce attorneys to forecast the effects of their clients’ settlements so that the attorneys and their clients can get an accurate picture of whether a settlement will be beneficial for the client … Read More »

Book Review: The Millionaire Next Door

Book: The Millionaire Next Door: The Surprising Secrets of America’s Wealthy Author: Thomas J. Stanley, William D. Danko Published: 1996 Written after twenty years of research on the American wealthy, The Millionaire Next Door provides readers with an unprecedented view into the lives and habits of America’s wealthy. For those of you living below your means already, … Read More »

Robert Hockett in Inc. Magazine: Why Good Entrepreneurs Make Bad Investors

Back in 2012 I was interviewed by Inc. Magazine for the great article “Why Good Entrepreneurs Make Bad Investors,” which examines the specific challenges that business owners face when approaching investing. This is a consistent issue that remains incredibly relevant today, so I wanted to bring it to your attention again. Entrepreneurs are very personally invested in their businesses, which are also their core … 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