Your Wealth Management Site
The Portal to Your Total Wealth Picture
The Cambridge Wealth Manager (CWM) is a private and secure location where all your financial data is consolidated into one clear picture. The CWM lets you connect with all your financial accounts in one location to review real time investment performance, loan balances, insurances, budget and cash flow and the progress you are making towards your financial goals. CWM’s digital vault acts like an online safety deposit box to store all your important documents for safe keeping. It can be accessed from anywhere.
Cambridge Wealth Manager Overview