Financial Planning Services

Investment management is only a small part of what we do for our clients. Our services follow a road map with distinct life phases and a consultative process we personalize for each client. Cambridge Wealth Managers expertly navigate you through each phase, planning for life’s milestones and enabling you and your family to have peace of mind and freedom of choice.

DAEMON_1407340_MC_8100

Through our extensive array of financial planning services, you benefit from comprehensive wealth management:

Investment Consulting

Through a deep understanding of your goals and challenges, we carefully manage your investments over time, according to a personalized investment plan tailored to your needs and risk tolerance.

Learn how investment counseling can help you meet your financial goals

Advanced Planning

Building a strong foundation for your advanced planning is based on your needs and goals in the key areas of Wealth Enhancement, Wealth Transfer, Wealth Protection, and Charitable Gifting. We work with you to consider all four when crafting a comprehensive wealth management plan unique to you and your family.

Learn more about the value of advanced planning

Relationship Management

We place a premium on long-term, client-centered relationships. Through our consultative process, we build a trusted client-advisor relationship you can rely on. In addition, you have access to our Expert Team, a network of professional subject matter specialists available to provide additional expertise in highly focused areas as your needs require.

Learn why these relationships are integral to your financial success
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