Cambridge Wealth Management
Financial Services - Cambridge, NY, US
Cambridge Wealth Management Employees
Cambridge Wealth Management Senior Management
Cambridge Wealth Management Details
Cambridge Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission focused on helping individuals, families, and institutions solve complex financial matters, invest strategically, and pursue long-term goals.Our Mission is to help our clients prosper by creating clarity and harmony in their financial lives.Our founder, Mit Lockrow, decided to form Cambridge Wealth Management in 2014 and execute on his vision to create a better wealth management experience by integrating the values of simplicity, clarity and harmony into the traditional wealth management paradigm. Our core business tenets reflect these values:Transparency | We charge a fee, based on the value of assets under our management. The better our clients do, the better we do. We're free from the many conflicts of interest that can surface at publicly traded wealth management companies, which also must serve their shareholders' interests.Clarity | Our firm was founded on the premise that individuals, families, and businesses with complex financial needs deserve clear strategic advice and personalized attention. Harmony | We offer an approach to wealth management that integrates both financial planning and asset management, which we think is the best way for building and protecting wealth. Social media policy: https://www.cwllc.com/terms-of-service
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