Wealth Management

Welcome to Cambridge Trust Wealth Management

We are a team of dedicated wealth managers who are focused on meeting the needs of individuals, families, nonprofit organizations and businesses that want a partner that can provide guidance and perspective on how to preserve, protect and grow their wealth.  

Every relationship starts with a conversation.

Everyone has a unique story. We are here to listen to your story and understand your goals. In addition to our expertise in wealth management, we bring our own life experiencesas well as the life experiences of generations of individuals and families we’ve served—to bear as we work to become a trusted advisor to our clients. Our holistic approach includes assisting clients with: 

  • Wealth Management
  • Investing
  • Retirement
  • Tax Issues
  • Trusts & Fiduciary Services
  • Estate Management
  • NH-based Investment Options (NH Advantage)
  • Sustainable & Responsible Investing (SRI)

Cambridge Trust is a private bank where Wealth Management clients have access to all of the services, resources and subject matter experts throughout the entire organization.

We "meet you where you are" -- literally and figuratively. 

Our Wealth Management team is happy to meet anywhere that is convenient for you. Wealth Management offices are located in Boston, Massachusetts; and Concord, Manchester and Portsmouth, New Hampshire. We can also meet at any of our 10 Cambridge Trust offices in Cambridge, Belmont, Burlington, Concord, Lexington and Weston, Massachusetts. 

 

Securities and other investment products are:

Wealth Management Disclosure

 

Contact Us

In Massachusetts, please call:

Marc Gearin

617-503-5268

Scott McGill

617-503-5246

Sara Cohn Sarkis

617-441-1570

William Yates

617-503-4041

In New Hampshire, please call:
Susan Martore-Baker

603-369-5101

Kaitlyn Gallagher

603-369-5111