The fee-based solutions we offer our clients reflect our belief that your financial planning and investment management should complement your personal lifestyle, the plans you have made and the goals you have set.

If you would like more information about the specific services we offer, please don’t hesitate to contact us today.

Investment Advisory Services

Our investment advisory services include risk, portfolio and diversification analysis.


Investment Management

Investment management utilizing primarily managed accounts with access to stocks, bonds, mutual funds, real estate investment trusts, and other alternative investments.


Legacy Planning

Legacy planning including estate and life insurance planning, coordinated with your attorney.


Cash Flow and Income Planning

Cash flow and income planning including long-term care and disability insurance analysis and guaranteed lifetime income alternatives.


Tax and Distribution Planning

Tax and Distribution planning, coordinated with your tax advisor.

Cambridge does not provide tax or legal advice