The Wealth
Management Formula

Wealth brings a wide range of opportunities as well as diverse financial challenges. Common sense tells us that such a broad range of issues requires a truly comprehensive outlook. For this reason, you need your wealth advisors to help with more than just investments. You require real wealth management—a complete approach to addressing your entire financial life.

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Whatever your dreams, you need a framework for making wise decisions about your money.
Our Wealth Management Formula was designed to help you achieve all that is important to you:

Investment Counseling

Long-term management of your investments according to your personal investment plan.

Advanced Planning

A comprehensive wealth management plan for you and your family.

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Relationship Management

Long-term, client-centered relationships based on our consultative process.

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Comprehensive Wealth Management

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Comprehensive wealth management means more than retirement

Our goal for you? Financial choice, freedom and control. No matter what stage of life you are in, we want to get you there sooner. We counsel with you, gain a deep understanding of your personal and family goals, and filter out “financial noise” in order to simplify and interpret complex concepts. With appropriate planning and clarity, you may achieve all that is important to you and—prosper.

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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