Wealth Management

Wealth Management

Michael Duca - Executive Vice President, Head of Wealth Management

“We believe that managing your wealth is more than simply managing your assets. So you’ll work with a Trust Officer and an Investment Officer who will take the time to get to know you. Together, you’ll determine a strategy that meets your unique needs. We often work with several members of a family so we pay attention to family dynamics and concerns. Our goal is to give our clients the freedom to enjoy their wealth.”

Cambridge Trust Wealth Management offers comprehensive investment management, as well as trust administration, estate settlement services, and financial planning. Our clients value personal service and depend on the commitment and expertise of our experienced investment and fiduciary professionals. Learn more about our process ››

Featured Topic:

What Happens to Bonds If Interest Rates Rise?

by Eric Jussaume, Vice President and Portfolio Manager
The main objectives of investing in bonds are to protect principal and ensure a steady and dependable income stream. But what happens to your investment when interest rates rise? Part of Cambridge Trust's investment strategy is to identify bonds with shorter maturities to reduce interest rate sensitivity and protect principle when interest rates rise. Read Eric Jussaume's article to learn about our bond investment strategy. View PDF 

More on the Thought Series®

 

Wealth Management Services

Investment Management

Cambridge Trust provides investment management for all account types through
either our Comprehensive Investment Services or the Cambridge Trust Select Investment Portfolio.
Learn more

Fiduciary and Planning Services

Cambridge Trust adds value to asset management with fiduciary and planning services appropriate to each client’s financial needs. Learn more

Estate Settlement

Cambridge Trust serves as executor, co-executor, or agent for executor, providing a full range of estate services for our high net worth clients. Learn more

Personnel

Michael A. Duca

Michael A. Duca
Executive Vice President

With more than thirty years of financial services experience, Mr. Duca oversees all areas of Wealth Management and serves on the Management Committee of Cambridge Trust Company. Learn more

 

Meet the Wealth Management Team

Peace of Mind

Michael Duca, Head of Wealth Management, talks about our investment process, market insight, and attentive service. Learn more about our thoughtful approach.

Watch a brief video

Call Michael directly at 617-441-1571.

Contact Us

In Massachusetts call
Erin Cooper

  • 617-503-5285

Robert MacAllister

  • 617-441-1599

William Yates

  • 617-503-4041

In New Hampshire call

Susan Martore-Baker

  • 603-369-5101

Email Us

Securities and other investment products are:

  • Not FDIC Insured • 
  • May Lose Value • 
  • Not Bank Guaranteed
  •   Not a Deposit 
  • • Not Insured By Any Government Agency