Wealth Management

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

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.

Fiduciary and Planning Services

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

New Hampshire Trust Advantage

Cambridge Trust works with clients who wish to take advantage of New Hampshire's robust trust laws and favorable tax climate.

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.

Wealth Management Leadership

Jennifer A. Pline

Jennifer A. Pline, CFA 
Executive Vice President

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


Meet the Wealth Management Team

Securities and other investment products are:

Wealth Management Disclosure


Contact Us

In Massachusetts call

Erin Cooper


Edward Fitzgerald


William Yates


In New Hampshire call
Susan Martore-Baker