BOSTON, MA, September 13, 2024 – Cambridge Trust Wealth Management was recently named the largest bank-owned independent investment adviser in Massachusetts by the Boston Business Journal. This annual list is based on total assets among MA-based advisers. Cambridge Trust Wealth Management is 12th overall on this year’s list.
“We’re excited to be recognized by the Boston Business Journal as the largest bank-owned independent investment adviser in Massachusetts,” said Jeffrey Smith, CFP®, Executive Vice President, Wealth Management. “This achievement highlights our commitment to excellence and the strong relationships we build with our clients.”
About Cambridge Trust Wealth Management
For more than 130 years, Cambridge Trust Wealth Management, now a Division of Eastern Bank, has been singularly focused on outstanding client service and deep expertise in financial planning, investment management, trusts and estates, and private banking. Personalized attention to understanding client goals and a breadth of solutions combine to chart a course that builds and protects client wealth. As part of Greater Boston’s leading local bank, and the largest bank-owned independent investment advisor in Massachusetts with $8.4 billion in assets under management and administration as of July 15, 2024, we value long-standing relationships with clients and the local communities we serve, from Massachusetts and New Hampshire to Connecticut and more. Learn more at cambridgetrust.com. Eastern Bankshares, Inc. (Nasdaq Global Select Market: EBC) is the stock holding company for Eastern Bank. For investor information, visit investor.easternbank.com.