Welcome to Cambridge Wealth Strategies Web site.

Cambridge Wealth Strategies professionals approach each day with a singular focus – achieving their clients’ unique financial goals and objectives. Cambridge Wealth Strategies provides creative and effective financial strategies to businesses and individuals. Our professionals possess diverse, comprehensive backgrounds with experience advising businesses and individuals in financial matters.

Corporate Client Services
Independence. Value. Service. Creativity. These principles guide our mission to help businesses and business owners overcome their financial and operational challenges.

Private Client Services
While our high net worth clients have unique financial needs, all share an important characteristic: the desire for sound guidance from a sophisticated financial professional. Whether your objective is to enhance, or simply preserve your wealth, Cambridge Wealth Strategies provides creative, custom strategies for individuals.

 
 

We have the experience to design custom strategies to help your business with:
 
  • Business Continuation Planning
  • Corporate Sponsored Education Programs
  • Executive Benefits
  • Qualified Plan Consulting
 
Cambridge Wealth Strategies provides strategies in the following areas:
 
  • Business Succession
  • Charitable Funding
  • Estate Planning Services

 
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On this site you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
 
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

HOT TOPIC: Does the Estate Tax Have a Future?

For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

More Newsletters →