Cambridge Wealth Management

About Us

Cambridge Wealth Management was born out of a deep-seated desire to empower clients and foster financial harmony. Founded in 2014 by Mitsuo Eli Lockrow, our firm stands as an independent investment advisor, serving high-net-worth individuals and institutions with tailored wealth management solutions.

Our Mission

Our mission is to guide you on your journey to financial clarity and prosperity. We achieve this through a personalized approach that focuses on understanding your unique goals, risk tolerance, and values.

Wealth Management

• Comprehensive financial planning that aligns with your goals and aspirations
• Personalized investment strategies tailored to your unique risk profile
• Regular reviews and reassessments to ensure your portfolio remains aligned with your evolving needs

Asset Management

• Active portfolio management strategies that go beyond traditional methods
• Inclusion of alternative investments to enhance diversification and performance
• Continuous monitoring and optimization to maximize returns and mitigate risks

Our Values

Harmony: We cultivate trust and understanding, fostering a positive and inclusive environment.

Independent Thinking: We maintain an open mind and seek innovative solutions to complex financial challenges.

Excellence: We pay meticulous attention to detail and strive for continuous improvement in every aspect of our work.

Simplicity: We believe in clear and concise communication, avoiding unnecessary complexity.

Our Approach

We approach every client relationship with a commitment to:

• Fiduciary Care: We adhere to the highest ethical standards and prioritize your best interests.
• Personalized Solutions: We tailor our strategies to your unique financial goals and circumstances.
• Transparency: We provide clear and concise communication throughout the process.
• Technology: We leverage cutting-edge digital tools to enhance efficiency and client experiences.

Our Journey

Our founder's journey to financial advising was fueled by a personal commitment to secure his mother's well-being after the untimely passing of his father. This experience fueled a passion for empowering individuals to achieve financial clarity and prosperity.