Cambridge Wealth Counsel is a wealth management firm that helps a select group of financially successful people make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients’ unique needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth protection and charitable gifting, we create lifelong consultative relationships.
Cambridge Wealth Counsel Helps the Truly Needy During Holiday Season
ATLANTA, Dec. 19, 2014 /PRNewswire/ — Sending holiday cards and gifts to clients might be standard practice for many companies at this time of year. But Cambridge Wealth Counsel (CWC), an SEC Registered Firm, is committed to helping the truly needy with their holiday budget. Logo – http://photos.prnewswire.com/prnh/20141218/165344LOGO Photo – http://photos.prnewswire.com/prnh/20141218/165345 "We used to send thousands […]
Cambridge Wealth Counsel Named Among Top Wealth Counseling Firms by Prominent Publications
ATLANTA, Dec. 11, 2014 /PRNewswire/ — Cambridge Wealth Counsel (CWC), an SEC Registered Firm, recently received honors as being among the best financial advisors from several prominent national magazines. Logo – http://photos.prnewswire.com/prnh/20141211/163871LOGO Financial Advisor Magazine ranked Cambridge Wealth Counsel number 395 of the top 500 companies as ranked by size of investments managed. The company […]
SALT LAKE CITY, May 6, 2014 /PRNewswire/ — More than 6,000 dentists attending the Utah Dental Association annual meeting here recently, heard strategies for growing their practices and planning their financial futures from Robert Hockett, CFP, President and Founder of Cambridge Wealth Counsel, which has offices in Salt Lake City and Atlanta, and serves dentists […]
ATLANTA, Dec. 20, 2012 /PRNewswire/ — The holiday spirit was in full swing recently as Cambridge Wealth Counsel's financial advisors and their clients completed their 2nd Annual CWC Holiday Family Gift Wrap event to provide toys and tools for families who are supported by All About Developmental Disabilities (AADD). All About Developmental Disabilities (AADD) believes in […]
Cambridge Southern Financial Advisors Changes Name to Cambridge Wealth Counsel (SM)
Opens New Office in Denver to be Led by Former Regional Director of Dimensional Fund Advisors ATLANTA, Oct. 23, 2012 /PRNewswire/ — Cambridge Southern Financial Advisors, a respected financial planning firm, announced today they are changing their name to Cambridge Wealth Counsel (SM). The company also announced it is opening an office in Denver which will […]
