We are excited to share that Cambridge Trust Wealth Management and Private Banking are now part of Eastern Bank!
Outstanding client service and deep expertise in financial planning, investment management, trusts & estates, and private banking have defined Cambridge Trust Wealth Management and Private Banking since our founding. Our personalized attention to understanding your goals and our breadth of solutions combine to chart a course that builds and protects your wealth. As part of Greater Boston’s leading local bank and the largest bank-owned independent investment advisor in Massachusetts with approximately $8.3 billion in assets under management and administration as of July 15, 2024, we value long-standing relationships with you and the local communities we serve, from Massachusetts and New Hampshire to Connecticut and more. Join us on the way to wealth.
We have built our business into one of the area’s most respected wealth management and private bank groups by developing relationships that last a lifetime. Not just the life of the transaction.
– Jeffrey Smith, Executive Vice President, Wealth Management