Cambridge Wealth Management, LLC

  • Financial Investments/Services
  • Financial Planners
5 Washington Street, Suite 2
Cambridge, NY 12816
(518) 677-3781
(844) 225-2962
Hours:
Monday - Friday: 9a - 5p

About Us

Welcome to the smart alternative in wealth management. An independent, full-spectrum financial advisory firm, Cambridge Wealth Management offers tailored advice and investment services. With a read more
  • About

    Welcome to the smart alternative in wealth management. An independent, full-spectrum financial advisory firm, Cambridge Wealth Management offers tailored advice and investment services. With a particular focus on clients in transition, we draw on our decades of experience as trusted advisors to manage the complexity of your entire financial life while delivering sound, simple solutions for you.

    We believe better decisions are made when we connect with you on a personal level, establishing a deep understanding of your most important priorities, the values that inspire you, and what you want to accomplish with your assets. Collaborating with best-in-class specialists, we bring together all the facets of your financial life, ensuring that the four cornerstones of a smart wealth management strategy — asset management, retirement planning, estate planning, and tax strategy — are working in harmony and moving you towards your goals with calm, clarity, and confidence.

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  • Whom to Contact

    • Mit Lockrow
      Wealth Strategist, Founder
      5 Washington Street
      Suite 2
      Cambridge, NY 12816
      Phone: (518) 677-3781
  • Directions

    We are located at 5 Washington Street, Cambridge, NY; one block behind Hubbard Hall Center for the Arts and adjacent to the historic Cambridge Hotel.