Cambridge Wealth Counsel (CWC), formerly Cambridge Southern Financial Advisors, is a wealth management firm that helps a select group of financially successful people make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients’ unique needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth protection and charitable gifting, we create lifelong consultative relationships.
Today, our wealth managers in Atlanta, Denver, and Salt Lake City work with an exclusive group of clients around the country for whom we can have a tremendous impact. As fee-only wealth managers we operate under a stringent code of ethics, strictly focus on our affluent clients’ needs and never receive commissions for our advice. Started in 1996, CWC works with over 140 families.
