MEETING YOUR NEEDS AT EVERY LIFE STAGE THROUGH GOALS-BASED WEALTH PLANNING
Our clients demand comprehensive goal-based and objective financial advice. We provide our services to meet the variety of our clients’ needs, whether it’s investment management and planning for a young professional starting building out his/her career and young family, or a family business owner who’s working hard to make his/her business sustainable and successful, or a full suite of family office of a highly successful entrepreneur or business owner, we provide services that cover all the needs cover the spectrum. Our team has extensive experience to provide investment management and wealth management services for a multi-generational family, including family meetings and education, settlement in USA for investment-based immigrants, wealth preservation and transfer, and family office administration.
We take fee based approach and our fees are customized for each client’s needs and cover all of our services. We do not charge separately for investment advisory services or wealth planning.
INVESTMENT MANAGEMENT ADVISORY SERVICES
Thought leadership to help navigate you through the most challenging market cycles
Our unique and leading investment and wealth management approaches and processes allows us to identify problems and find untapped opportunities that have been overlooked by others, and we are skilled at the process of converting our recommendations into reality. We are able to take charge of our approaches and process and work with our virtual team of estate lawyers, accountant and our financial advisors to make sure that all of the technical aspects of the financial and wealth planning are addressed properly so that the execution of the strategy is consistent with your values and overall goals and objectives.
REAL ESTATE AND ASSETS ACQUISITION AND INVESTMENT MANAGEMENT
With the continuous expansion of US and global economy, the demand for real estate and real assets has climbed onto an whole new height in recent history. Real estate as a major asset class, deserve a substantial research driven and local knowledge based investment strategy and focused disciplined investment and management efforts. Cambridge Capital’s real estate asset management team is highly knowledgeable about this asset class and local market and we can offer invaluable insight and data-driven investment strategy and implementation actions to help you achieve your investment objectives in Real Estate.
LONG TERM CARE & DISABILITY INSURANCE
Helping you plan for an uncertain future with a variety of products for managing risk. We provide comprehensive asset protection strategies, life insurance and long term care as well as disability insurance coverage advice, so that you and your family are well covered and protected in unexpected situations.