Why Wealth Management Matters

Our team offers wealth management and investment strategies as part of our comprehensive financial planning service. We specialize in sustainable investing, and offer a broad range of investment strategies that allow us to provide you an appropriate approach for whatever your goals are.

What is Wealth Management?

Wealth management is what a lot of people think of when they think about finance: managing assets and creating investment strategies. Wealth management also includes strategizing for how we can protect your wealth, and how to use it in the most effective and cost-efficient way to accomplish your goals. In determining investment strategies, we’re also fully equipped to build a strategy for you that is aligned with your values, making sure that you are investing in companies that also support those same values, in addition to aligning your investments with your financial goals. Wealth management is strategizing how to build, and how to use your wealth to reach your goals.

Why is Wealth Management Important?

Wealth management is what allows you to build and grow your wealth so that you can fund the goals you want to reach. It also is important for protecting your assets and making sure that you’re taking on the appropriate amount of risk. Growth and protection help accelerate your progress, and without them, reaching our goals would be much more difficult.

Who is Wealth Management For?

Wealth management is for everybody, regardless of your stage of life. Wealth management makes sense when you’re in the stage of building your assets and saving to be able to reach big goals like retirement or buying a home. It is also an important part of financial planning once those goals are reached. Strategizing for how to use, conserve, and protect the wealth you’ve accumulated are equally important aspects of the wealth management process.

What Kind of Opportunities Might Be Identified?

There are a host of potential investment opportunities that can be leveraged to provide growth and protection for your assets, including stocks, mutual funds, fixed income, alternative investments, sustainable and values-based strategies, and much more. Our team will take into account your current circumstances, your goals, and your preferences to decide which mix of these options will create an appropriate portfolio that’s tailored specifically to you.

What Do We Need From You?

Copies of statements from any existing investment accounts, and the completion of a questionnaire to help us determine your preferences and goals. From there, we’ll take a look and make sure that your investment strategy matches the goals you’re aiming for.

Connecting You to Your Investments:

Investing Client

Invest with confidence, knowing that multiple entities are working toward protecting your financial assets. 

You have the freedom to choose to interact with your financial professional through a fee based or commission relationship, or both, based on your financial needs.

Financial Professional

A registered representative is licensed to sell securities, provides financial guidance to their clients and is typically paid a commission when you purchase a financial product.

 

An Investment Advisor Representative (IAR) provides financial guidance to their clients and is generally paid a fee for either managing assets, giving advice, or both. 

Investment Firm

A broker-dealer facilitates the buying and selling of securities on behalf of the registered representative licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.

 

A Registered Investment Adviser (RIA) processes the fee-based business of IARs licensed with the firm and holds responsibility for regulatory compliance and adherence to securities laws.

Custodian and Clearing Firms

Custodian and Clearing Firms provide the trade execution, clearing, custody and other services for securities and related transactions.

An independent broker-dealer can choose a non-affiliated clearing firm to provide the trade execution, clearing, custody and other related services for clients of their financial professionals. A clearing firm may also be a registered broker-dealer. Clearing relationships are typical throughout the industry and allow your financial professional to focus on helping you achieve your investment goals while taking advantage of the clearing firm's safeguards for the physical protection of your assets.

Regulators

 

The Securities Exchange Commission (SEC) is an agency of the U.S. government that oversees the Financial Industry Regulatory Authority (FINRA), which in turn oversees broker-dealers, clearing firms, and your financial professional. Both the SEC and FINRA require members to comply with various rules intended to regulate and oversee the operation of financial markets and the sales practices of financial professionals. Regulators aren't associated with, and do not endorse Cambridge. You can review the regulatory standing of Cambridge and each associated financial professional by visiting FINRA's BrokerCheck.

Certified Financial Planner ™️,

Sustainable Investment Advocate & Author

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Christian is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual, family and business he serves.

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