Cambridge Wealth

At Cambridge Wealth Management, we are dedicated to turning your financial dreams into reality. We strive to help you plan your ideal life and offer personalized, comprehensive financial planning and investment advice to make informed choices and achieve your goals.

Our business is built on the principles of providing consolidation, coordination, comprehensiveness, simplification, and accountability. Our team of seasoned professionals covers five major areas of financial planning, offering a holistic approach to managing your finances. Our primary goal is to ensure that you have the highest probability of achieving your financial goals and desired outcomes for the future.

Our Services

We help you achieve your ideal life by offering a range of services, including:

• Investment advice: Our investment strategies are customized to your specific goals and risk tolerance. We offer a broad array of investment solutions to build a bespoke portfolio, designed to optimize your investment returns and ensure they align with your financial plan.
• Retirement planning: Whether planning for a comfortable retirement or trying to bridge the gap between your desired lifestyle and your expected retirement income, we work with you to create a personalized retirement plan.
• Estate planning: We work closely with you and your legal advisors to design and implement estate plans that ensure your assets are distributed according to your wishes and provide tax-efficient solutions for your heirs.
• Tax planning: We collaborate with your tax professionals to develop effective tax-minimization strategies, ensuring that you keep more of what you earn and optimizing your long-term financial position.
• Risk management: Our experts assess your insurance needs and develop a plan to mitigate risk, covering life, property, casualty, liability, and long-term care insurance.

Our Team

Our team consists of experienced professionals committed to providing personalized financial advice and wealth management services.

• Rich Fangen, Advisor: Rich is a seasoned financial planning professional, providing financial planning and consulting services since 1987. He specializes in helping clients articulate and achieve their desired outcomes by utilizing a multi-disciplinary approach and offering comprehensive solutions in the areas of financial planning, investment management, risk management, tax, and legal issues.
• Gina Fangen, Administrative Manager: Gina has a solid background in financial services, with 18 years of experience in various banking institutions. With a passion for helping others, she has held various positions, including Customer Service Representative, Personal Banker, Operations Supervisor, and Branch Manager before joining Cambridge Wealth Management full-time in 2013.

How We Help You

Our primary objective is to help you plan your ideal life and achieve financial well-being. We offer a Financial Road Map, a document detailing your life's priorities, goals, and current financial position. This complimentary service allows us to understand your values and objectives and tailor our comprehensive planning solutions to your individual needs.

At Cambridge Wealth Management, we aim to help you make informed choices about your money, achieve your goals and desired outcomes, and live your ideal life. We commit to building long-term relationships based on trust, integrity, and a deep understanding of our clients' needs.