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.

 


 For over 100 years, families and business owners have trusted us to help build and preserve their wealth for the goals and priorities that matter to them. Our investment and relationship management teams take a holistic approach to each client's financial life, which includes sophisticated and forward-thinking investment expertise. 

- Jennifer A. Pline, CFA, EVP of Wealth Management

  

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

Q1 Market Update and Our Outlook for 2023

In the recording of Cambridge Trust’s Q1 2023 Wealth Management Update, Susan Martore-Baker, President, Cambridge Trust of New Hampshire along with our panel of experts, discuss investment themes for 2023, deglobalization of the world economy and the importance of financial planning.

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2022 Year-End Review and 2023 Investment Themes

Denis Sheahan, President and CEO of Cambridge Trust, comments on the company's performance, milestones and growth prospects for 2023. Jennifer Pline, CFA, EVP, Head of Wealth Management, reflects on the impact of high inflation and interest rates and where we see opportunity in 2023.

Watch the Video
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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.

Q4 2022 Wealth Management Market Update

Watch the replay of our Q4 2022 Wealth Management Market Update Webinar where Jennifer Pline, CFA, Head of Wealth Management, along with our panel of experts, discuss current market conditions, global equity markets and year-end tax planning strategies.

Watch the Webinar
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Experience our exceptional personal attention for yourself

Get in Touch

844-251-0099

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