At Cambridge Capital Wealth, we practice Global Wealth Management, a rigorous, global perspective process we created to help our client families in both the US and Asian countries such as China to develop a written statement of the family wealth management strategic goals. We understand the wealth is not created overnight, and the preserve the family wealth it requires a multi-generational perspective and approach. We discuss with your family and discover the important facts and concerns our client families may have and we craft the appropriate wealth management strategy around them and the ultimate goals. Once our client decides to take our recommendation and strategic advice, we then take appropriate actions and steps to implement the strategic wealth management planning. Communication is constantly the key components of our services as we work hard to keep our client informed along the process and we take a very transparent approach.
When you become a client, one of our financial advisors will becomes your family’s wealth planning strategist and serves as your family’s primary strategic advisor, he will be the quarterback to help advise and coordinate with the rest of the team that will serve your needs. Our client advisors are highly qualified, knowledgeable and experienced professionals. All of our financial advisors have strong educational background in the science of financial management and properly licensed by the authority.