In addition to a close relationship with your Wealth Manager, you’ll also have access to our Expert Team, a network of expert professionals available to assist you with your specialized financial goals.
Our Relationship Management Services Are Centered Around:
Your Connection with Your Wealth Management Team
The most important relationships you’ll have at Cambridge Wealth Counsel are your one-on-one relationship with your personal Wealth Management Team. Led by your wealth manager, and staffed by their support financial advisor, and a dedicated client service administrator. We work seamlessly with you to develop a long-term, client-centered partnership focused on reaching your personal and financial goals.
Our ongoing consultation process finds and implements solutions to your unique financial situation. Regular progress meetings help maintain this relationship and are scheduled at your convenience.
As-Needed Access to Our Expert Team
To ensure you get the best help available for your particular needs, we also work with a network of expert professional advisors—our Expert Team—to discuss and implement deeper solutions relevant to your financial goals. When appropriate, we bring in members of our Expert team to help devise custom solutions for you.
Our Expert Team includes professionals such as:
- Tax and estate attorneys
- Valuation specialists
- Risk management experts
- Investment bankers
- Other specialists as needed
Our Expert Team members do not charge you unless they are engaged to perform specific work under separate contractual agreements.
In addition, to save you time we will gladly collaborate with your current professional advisors who are not part of our Expert Team.