Cambridge Trust Wealth Management Group Named One of Massachusetts' Largest Independent Advisers by Boston Business Journal
Cambridge Trust Wealth Management Group Named One of Massachusetts Largest Independent Advisers by The Boston Business Journal
BOSTON (July 18, 2023) — Cambridge Trust Wealth Management Group was recently named as one of the “Largest Independent Investment Advisers in Massachusetts” by the Boston Business Journal. Cambridge Trust Wealth Management ranked 17th of the 23 firms on the list.
“We are excited to be recognized, once again, by the Boston Business Journal as one of Massachusetts’ largest independent investment advisers and for our continuous improvement of our position on this impressive list,” said Jeffrey Smith, CFP®, Executive Vice President, Head of Wealth Management. “This recognition reflects our focus to provide clients with exceptional personal service and holistic wealth management solutions delivered by a team of experienced professionals to help them build, grow, and preserve their wealth for what's important to them."
About Cambridge Trust
Cambridge Trust is a 133-year-old Massachusetts chartered commerical bank based in Cambridge. Massachusetts with approximately $5.5 billion in assets as of March 31, 2023, and a total of 22 locations in Massachusetts and New Hampshire. Cambridge Trust is one of New England's leaders in private banking and wealth management with $4.3 billion in client assets under management and administration as of March 31, 2023. The Wealth Management group maintains offices in Boston and Wellesley, Massachusetts, and Concord, Manchester, and Portsmouth, New Hampshire.
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