Wealth Strategies

Common sense, experience & wisdom.


When it comes to your wealth, it all adds up.
Cambridge gives you more than a plan for the wealth you have worked so hard to build. We give you confidence in your plan. We believe the path to achieving your financial goals is through comprehensive, long-term planning.

In an industry of generalists, our approach is unique. We assemble a team of professionals to design personalized wealth 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 maximum flexibility and stability.

In times of uncertainty, we look for opportunity. We make it a priority to guard your privacy every step of the way. 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.

The strategy that works best for you is the one that starts with you.

Left Side


Right Side


  • Wealth Accumulation & Preservation
  • Asset Management & Investment Strategies
  • Retirement Planning
  • Education Funding


  • Insurance Planning & Policy Review/Audit
  • Estate Planning Strategies
  • Long-Term Care Insurance

Right Side


Left Side


  • Executive Benefit Plans
  • 401(k) Retirement/Pension Plans


  • Business Continuation
  • Business Succession
  • Buy/Sell Planning
  • Business Valuation
  • Key Person Insurance

Wealth Management Services

We care about the same thing you do, your path toward security and prosperity.

There are many facets to accumulating, maintaining and securing wealth. With all of the investment options available to you, it is easy to get lost. The Cambridge Wealth Strategies practice group helps by educating and guiding you to make informed financial decisions.

Estate Planning Strategies

White Modern House and Blue Sky

  • Wealth Transfer
  • Estate Tax Reduction Strategies
  • Estate Planning Document Review
  • Depletion Analysis
  • Gifting & Funding Strategies
  • Charitable Planning

Insurance Planning and Policy Review

Pen on Information Insurance Sheet

  • Policy Evaluation & Audit
  • Life Insurance
  • Disability Income Insurance
  • Long-Term Care Insurance

Asset Management/ Investment Strategies

  • Managed Accounts (Fee-Based)
  • Asset Allocation Reviews
  • Education Savings Programs
  • Annuity Arbitrage
  • Tax Management Strategies

Retirement Planning

Elderly Hands Holding with Wedding Ring

  • Tax-Deferred Annuities
  • Defined Benefit Plans
  • IRAs – Traditional, SIMPLE, Roth
  • Savings & Income Strategies

Executive Benefit Plans

  • Executive Bonus Plans
  • Supplemental Executive Retirement Plans (SERP)
  • Split Dollar Insurance Plans (Cost-Sharing Arrangement)
  • Non-Qualified Deferred Compensation

Business Succession

Chair at Desk Grey

  • Buy/Sell Agreement Funding
  • Business Valuation
  • Discounting Mechanisms
  • Key Person Insurance
  • Installment Sale

Our Process

Our process is designed around the most important factors in building a plan that is personalized for you.


We want to learn about you. We want to know about your previous experiences in wealth planning. We listen to your goals, outline your objectives and determine what risks you are comfortable with. It is important that we understand your past and present so that we can help you as you build a brighter and more secure future.


We study your existing plan to see if it is properly structured to meet your stated goals. We then develop a baseline analysis to help you understand the implications of your present planning and to identify inconsistencies that may exist between your current situation and your vision for the future.


After methodical review of your current situation and needs, we offer a range of options that focus on your goals. Each plan anticipates opportunities and pitfalls, as well as addresses your specific needs.


Once a plan that meets your specific goals and objectives has been identified, we will manage the implementations of the recommended strategies to ensure purposeful execution.


Your plan is always active. We react to changes proactively and monitor the implemented plan to ensure that changes in your personal situation and external conditions are reflected in ongoing maintenance and management ensuring your financial future is on track.

Are you ready to get started?

  • Contact a Financial Professional today.

  • This field is for validation purposes and should be left unchanged.