Why Choose Comprehensive Wealth Management?

Whether you are going through a transition, planning for retirement, or are simply dissatisfied with your current investment plan, we are here to help you make smart financial decisions, not just financial investments. Cambridge Wealth Counsel provides personalized investment consulting and advanced planning over the course of a long-term relationship—in other words, the comprehensive wealth management you need to realize your financial and life goals.

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We set ourselves apart by offering you trusted counsel, a clear process and a complete plan for the future. With our comprehensive wealth management, you can rest easy knowing we will be focused on your best interests, giving you peace of mind and the clarity you need to prosper.

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The Wealth Management Formula

Our formula provides you with personal guidance and a comprehensive road map to help you navigate and make the smartest financial decisions, long-term.

Learn more about our wealth management formula »

Our Investment Philosophy

Cambridge Wealth Managers replace financial noise with helpful and constructive advice, allowing you to focus on meeting your goals instead of wasting your energy on needless worry. In short, we help you become an informed investor.

Learn how you can become an informed investor »

Fee-only compensation—Fiduciary representation

We work for you and you alone, not for outside interests. We receive no compensation of any type from anyone other than our clients, and that compensation is always transparent. That means you can count on our integrity and benefit from our truly objective advice.

Learn why fee-only is better for you »

Speak with us today to explore if Cambridge Wealth Counsel is a good fit for you.

Call us to set up an initial consultation:
770-506-7377

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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