The Cambridge Companies
Cambridge Wealth Management, Inc.
Cambridge Wealth Management is a Registered Investment Advisory Firm serving the Greater Phoenix, Arizona area. Founded in 1998, we developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
Cambridge Wealth Management was founded on the principle that an effective investment portfolio directly reflects the investor’s primary economic objectives. We strive to maximize the probability of achieving all that’s important to our clients. We are a fee-based company, specializing in long-term investment strategy and portfolio design.
Robert Korljan, CPA/PFS and Cambridge Wealth Management, recently made the list of Top Financial Advisors in the Phoenix Business Journal - selected by NABCAP.
Your Own, Personal Coach
At Cambridge, our clients are able to access the services of their own Personal Chief Financial Coach for their investment, tax, and estate planning needs. We help you make smart decisions about your money.
Cambridge Wealth Management provides fee based comprehensive personal financial coaching.
Having a fee-based comprehensive personal financial coach means you have the 4 indispensable elements of a trustworthy relationship.
- First, as a fee-based advisor we work for you. We receive our compensation from you and have no hidden sales agenda.
- Second, as comprehensive coach-planners our advice is holistic. We take into account your situation, goals, investment strategy, risk management and estate plan. We have skills in tax, investment management, insurance and estate planning
- Third, as your personal coach, we get to know your unique situation and we work with you on a continuous retainer.
- Finally, as licensed professionals, we are all Certified Public Accountants, Certified Financial Planners or the equivalent, and serve you on a fiduciary basis. Simply put, it means you can trust us.
ERISA 3(38) Independent Retirement Plan Advisors
Cambridge Wealth Management's new business services division offering ERISA 3(38) fiduciary services to small and medium-sized businesses with individual financial planning guidance for their employees.
Cambridge Tax Advisory, LLC
Tax Planning to Minimize Tax Liability
In the US, we have entered an environment of rising taxes. That’s why it’s important now, more than ever before, to incorporate tax planning into your portfolio and all of your financial decisions.
Investing in a tax-deferred vehicle means your money will compound interest for years, unfettered by income taxes, allowing it to earn interest at a faster rate. While very few investments avoid taxes altogether, many allow you to defer paying them until retirement – when you may be in a lower tax bracket.
Tax Preparation
Cambridge offers full-service, year-round income tax preparation for individuals and small to medium-sized businesses. We will represent you before the IRS & the Arizona Deptartment of Revenue and provide assistance with miscellaneous statements & returns such as: Compliance, Non-Profit Organizations, Other Reportable Income, Pension and Profit Sharing.
