Wealth Management

Expert advice and customized solutions for your evolving financial needs.

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

Watch the replay of our recent webinar where Jennifer A. Pline, CFA, Head of Wealth Management, along with our panel of experts discuss inflation, interest rates and market outlook.

callout-media

Watch the replay of our recent webinar where Jeff Stutzman, CISSP, Founder, Chief Executive Officer, Trusted Internet, discusses the crucial importance of Cyber Security with host Susan Martore-Baker, President of Cambridge Trust New Hampshire.

callout-media

Is Conventional Wisdom for Investing Still Conventional?

Jennifer A. Pline, CFA, EVP and Head of Wealth Management, explains why the economic recovery from the pandemic was different than previous recessions and explores what investors can expect in 2022, and beyond. .

callout-media

2021 Year-End Review and Three Investment Themes in 2022 we’re watching

President and CEO, Denis K. Sheahan, reflects on Cambridge Trust’s 2021 performance and our unrelenting focus on providing exceptional service and financial solutions to our clients. Jennifer A. Pline, CFA, EVP and Head of Wealth Management, shares three investment themes that our team will be closely watching as we enter 2022.

callout-media

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.

callout-media
 


 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

 

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.

callout-media

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.