Our Services

We know your time is valuable. You can’t delegate your 50th wedding anniversary or your child’s soccer game, but you can delegate the successful management of your wealth and investments. The Wealth Managers at Cambridge Wealth Counsel are here to guide you through each phase of your financial life so you can take full advantage of financial freedom and the choices it provides.

DD_ThingstoInvest

Discover more about our approach to wealth management and relationship building—we believe it makes a tangible difference for our clients.

Our Financial Planning Services

Our Investment Counseling, Advanced Planning, and Relationship Management services combine to create your personal roadmap for comprehensive wealth management.

Learn how we can help you navigate through each phase of life

Our Consultative Process

We focus on getting to know you and your goals, then providing an actionable plan to help you achieve them sooner.

Find out what to expect when you partner with Cambridge Wealth Counsel

Cambridge Advisors Access: A Better 401(k)

We offer a 401(k) plan that is client-focused and cost effective, and meets the needs of plan sponsor and plan participant alike.

Learn how our 401(k) plan design and implementation is different
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