Advanced Planning

We believe a comprehensive wealth management plan is an essential step toward achieving your life’s goals. In order to build a strong foundation for your advanced planning, we counsel with you to consider several key factors related to enhancing, protecting and transferring your wealth.

Your personal wealth management plan will be uniquely tailored to your needs, focused on safeguarding your goals in the areas of:

  • Wealth Enhancement
  • Wealth Protection
  • Wealth Transfer
  • Charitable Gifting

Our Advanced Planning Services Include:

  • Retirement and estate planning
  • Tax planning and tax-reduction strategies
  • Insurance review: life, disability, property and casualty, long term care, directors and officers
  • Asset protection and titling issues
  • College funding for children and grandchildren
  • Real estate analysis
  • Closely-held business analysis
  • Elder care options
  • Charitable gifting
  • Cash flow and savings analysis
  • Executive compensation analysis
  • Stock option exercise strategies (ISO/NQSO/RSU)
  • Intergenerational wealth transfer strategies
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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