Wealth Management

Expert advice and customized solutions for your evolving financial needs.

Wealth is an opportunity to make a difference for your family, your business and the causes you care about. We want to help you make the most of it.

Wealth Planning

Wealth Planning

Personal guidance and comprehensive planning for both the expected and unexpected things that come along in life.

Investment Management

Investment Management

The resources and customized investment solutions you need to reach your investment objectives.

Trusts & Estates

Trusts & Estates

We provide expertise and resources to ensure your loved ones well-being while leaving a lasting legacy.

Wealth Management Team

Our wealth managers develop trusted relationships by gaining a thorough understanding of the important goals and values that matter most to each client.​


Meet the Team

Q3 2023 Wealth Management Market Update Webinar

Watch the recording of Cambridge Trust’s Q3 2023 Wealth Management Update where Jeffrey F. Smith, CFP®, EVP, Head of Wealth Management along with our panel of experts, gives us an overview of the markets and discuss the seamless integration of Wealth Management and Private Banking here at Cambridge Trust.

Watch the Webinar
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As Seen in InvestmentNews - Has ESG Investing Lost its Halo?

Aimee Forsythe, Senior Vice President and Senior Portfolio Manager, offers perspectives on whether there has been a shift in attitude towards ESG in InvestmentNews' latest edition.

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Who do you trust to help build and protect your wealth?

A truly personal banking relationship and sound financial advice have never been more important.

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New Hampshire Trust Advantage

New Hampshire offers some of the most favorable and flexible trust laws in the country, and our New Hampshire team can help you benefit.

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Who do you trust?

No matter where you are in your personal life, your career or even your retirement, you need someone you can trust to give your financial life the attention it deserves.

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Experience our exceptional personal attention for yourself

Get in Touch

844-251-0099

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