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

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.


Cambridge Bancorp Announces Expansion of Wealth Management Team

Congratulations to the new members of Cambridge Trust’s Wealth Management Team: Robert Maquat, Christopher Lucas, Doreen DiBari, William Fleming and Sharon Mathews.


Q4 Wealth Management Update Webinar Replay

Watch the replay of Jennifer A. Pline, CFA, Head of Wealth Management; David Lynch, CFA, Chief Investment Officer; Phillips (Flip) Ruben, CFP® Vice President, Relationship Manager & Financial Planner and William J. Fleming, CFP® Vice President, Relationship Manager discuss the state of the investment markets and planning for year end 2021 and 2022.


Cambridge Trust Wealth Management once again named one of the Largest Independent Investment Advisers by Boston Business Journal.


Capital Gains Tax Strategies

If the proposed tax increase on capital gains is enacted, the rate could jump to 39.6% for some individuals. Learn what you can do to protect your assets and stay on track.


Cambridge Trust Named Top Wealth Management Service Company

We are proud to announce that we have been included on Banking CIO Outlook’s annual listing of 10 companies who are at the forefront of providing Wealth Management services and impacting the marketplace.


Cambridge Trust’s Jennifer Pline Talks About the Value of Having a Trusted Financial Advisor


Fall 2021 Market Perspectives

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


Featured on Forbes, Women Making An Impact In Finance And Banking Today

Jennifer A. Pline, CFA, was featured on Forbes for her impact on Wealth Management and Private Banking.


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.


 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.


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.