Making Your Future a Success
Think Forward. Plan for your successful financial future today!
About Us
Financial Fiduciary
The very reason we are an Registered Independent Advisor is that we understand the hard work our clients have put in to achieve their success today. We have gone through and are still going through the same hard working process - with you! Today we want you to see yourself that we are in this with you and working hard to help you and your family to achieve your financial goals.
We are Cambridge Capital Wealth. An wealth management firm based out of Harvard Square, Cambridge, MA but our clients are all over the map.
What We Offer
We are an independent Our business model is straightforward: We provide research and knowledge driven financial advisory and investment management services for our clients. With that in mind, we offer the following services:
- Financial Planning and Advisory Services
- Investment Management & Portfolio Management
- Estate Planning and Trust Advisory
- Risk Management
- Business Owner Services and Strategy
- Family Office
Our Approach
With extensive knowledge and expertise in the financial service and wealth management and investment management areas, we bring the knowledge and the value to you. Some of the approach we take in our practice include:
- Value Investing
- Data driven and quantitative methods
- Macroeconomic analysis
- Behavioral Finance
- Fundamental Driven Research
Our Mission & Goal
We built Cambridge Capital Wealth to be a wealth advisory firm where our clients would choose us to grow with their continued success. Today we want you to see yourself in this vision. It's all about trust and integrity as well as expertise. Following is our principle:
- Client's interest before ours
- Operate with highest professional and ethical standards
- "Trust and Honesty and Expertise" is the our motto
- Contribute to positive social impact and environment
Our Approach
With extensive knowledge and expertise in the financial service and wealth management and investment management areas, we bring the knowledge and the value to you. Some of the approach we take in our practice include:
- Value Investing
- Data driven and quantitative methods
- Macroeconomic analysis
- Behavioral Finance
- Fundamental Driven Research