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.

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The investment plan we create for you provides you with personal guidance and a comprehensive road map that helps you navigate and make the smartest financial decisions, long-term.

Our Investment Consulting Services Include:

  • A diversified investment portfolio customized for you and your unique objectives, risk tolerance and liquidity needs.
  • Proactive monitoring of your investments to ensure they are on track with your strategy and adapt to your changing circumstances.
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“I act as a trusted advisor, and my clients can come to me with questions like ‘What about our kids’ education?’, ‘Can you look at these loan documents and make sure this is a good deal?’ and ‘I make $750,000 per year, but am not sure where all the money goes. Can you help me create a financial plan so I can see where I need to be, and where I need to go?’”

- Robert Hockett
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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