Overview

Through our Wealth Strategies Practice Group, Cambridge Gives You More Than A Plan for Wealth. We Give You Confidence In Your Plan.

We believe the path to achieving your financial goals is through comprehensive, long-term planning.

It all begins when we sit on the same side of the table with you to completely understand your needs and where you want to go. In an industry of generalists, our approach is unique. We assemble a team of professionals to design personalized strategies that strive to help you realize the maximum potential of your wealth. We even collaborate with your legal, tax and financial advisors to help ensure that your plan is holistic and provides for maximum flexibility and stability.

In times of uncertainty, we look for opportunity. To us, it is all about the potential for long-term growth, as well as building a lasting relationship as we help guide your journey to financial success.

Our professionals have the depth and breadth of skills to design innovative strategies in any of the following areas:

PRIVATE CLIENT STRATEGIES

  • Estate Planning Strategies
  • Wealth Preservation
  • Wealth Accumulation
  • Insurance Review & Audit
  • Asset Management Platforms
  • Retirement Planning
  • Education Funding
  CORPORATE STRATEGIES

  • Executive Benefit Plans
  • Business Continuation
  • Business Succession
  • Qualified Plan Consulting

Associates of the Cambridge Consulting Group’s Cambridge Wealth Strategies and Wealth Strategies Practice Group offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC, which conducts business in CA as AXA Network Insurance Agency of California, LLC, in UT as AXA Network Insurance Agency of Utah, LLC, in TX as AXA Network Insurance Agency of Texas, Inc., and in PR as AXA Network of Puerto Rico, Inc. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. AXA Advisors and AXA Network do not provide tax or legal advice or services.

All AXA Advisors and AXA Network business is conducted under the d/b/a name of Cambridge Wealth Strategies and within the Wealth Strategies Practice Group of Cambridge Consulting Group. Cambridge Consulting Group (comprised of Cambridge Wealth Strategies, Cambridge Employee Benefits and Cambridge Risk Management) is not owned by, operated by, or affiliated with AXA Advisors or AXA Network. PPG-69721(09/12)(exp.09/14)