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

Spring 2021 Market Perspectives

Our CIO, David Lynch, CFA, offers the investment team's insights on the markets and economy in our Spring 2021 Market Perspectives.

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2021 Tax Rules for Gifting to Charities

Tax laws encourage charitable giving but the rules for deductions can be complex. Learn more about the most efficient strategies for gifting appreciated stock vs. cash, and the benefits of making donations directly from your IRA

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IRA Rule Changes Create Tax Issues for Heirs and Estates

The new SECURE Act now requires inherited IRA distributions to be taken within 10 years. Watch our short video to find out what this could mean for you and strategies that could minimize these impacts.

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Featured in Advisor Perspectives, the #1 newsletter for financial advisors

Jennifer A. Pline, CFA, shares how she and the Cambridge Trust wealth management team have have found ways to give clients financial peace of mind even in these times of uncertainty.

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Q1 2021 Wealth Management Update

Jennifer Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; and Susan Martore-Baker, President, Cambridge Trust of New Hampshire, together with our panel of experts, discuss the state of the global investment markets and the key economic themes likely to drive markets in 2021.

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A Warm Welcome to Wellesley Investment Partners Clients

Now that Wellesley Investment Partners and Cambridge Trust are one, we look forward to getting to know you. You’ll still have access to your Wellesley Investment Partners team that you’ve come to rely on but now you can also benefit from our expanded wealth management capabilities.

Together, we will continue to provide you with exceptional personal service and custom financial solutions you need to build and protect your wealth for the things that matter to you and to deliver the most important return of all – trust.

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Virtual Event Featuring Skinner Inc. CEO Karen Keane

In this 60-minute Zoominar, our panel discusses the current market trends for jewelry, fine art, and other valuable objects and important financial planning and estate settlement issues that you may wish to consider.

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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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 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.

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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.