Founded on the principles of integrity, transparency, and fiduciary responsibility, Cambridge Wealth Management, LLC is a registered investment adviser (RIA) that serves high-net-worth individuals, families, and business owners. As a fee-only firm, their revenue comes directly from clients, not from commissions on financial products, which aligns their interests with those of their clients. Their core services include personalized financial planning, discretionary investment management, and risk management, all designed to help clients achieve their long-term financial goals.

Founded in

United States