Cambridge Trust Wealth Management Group Named One of Massachusetts' Largest Independent Advisors by Boston Business Journal
Cambridge Trust Wealth Management Group Named One of Massachusetts Largest Independent Advisers by Boston Business Journal
BOSTON (August 11, 2022) — Cambridge Trust Wealth Management Group was recently named as one of the “Largest Independent Investment Advisors in Massachusetts” by the Boston Business Journal. Cambridge Trust Wealth Management ranked 18th on the list based on its $4.3 total assets under management as of June 1, 2022.
“We are excited to be recognized, once again, by the Boston Business Journal as one of Massachusetts’ largest independent investment advisers,” said Jennifer A. Pline, CFA and Executive Vice President, Head of Wealth Management. “This recognition reflects our growth and the trust our clients place with us to grow and preserve their wealth, especially during times of market volatility.”
The Cambridge Trust Wealth Management Group has more than 75 professionals located across, Massachusetts, New Hampshire and Connecticut and offers a wide range of wealth management capabilities, including investment management, wealth planning, and trust and estate services. Through our New Hampshire Wealth Management offices, clients may take advantage of the state’s favorable trust laws.
About Cambridge Trust
Cambridge Trust Company, subsidiary of Cambridge Bancorp (NASDAQ: CATC), is based in Cambridge, Massachusetts. The 132-year-old Massachusetts chartered commercial bank has approximately $5.1 billion in assets at June 30, 2022, and a total of 19 Massachusetts and New Hampshire locations. Cambridge Trust’s Wealth Management group maintains offices in Boston and Wellesley, Massachusetts and Concord, Manchester, and Portsmouth, New Hampshire with $4.0 billion in client assets under management and administration at June 30, 2022.
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