FAIRFIELD, IA – (February 21, 2023) – Cambridge, the leading independent financial solutions firm supporting over 3,800 financial professionals nationwide, today announced the launch of its Private Client Solutions (PCS) offering, a new service that will leverage Cambridge’s resources across multiple functional areas and draw on the expertise of professionals from key business units across the firm to further empower affiliated financial professionals to meet the needs of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The new offering is part of Cambridge’s broader Client Solutions platform, which provides specialized guidance to financial professionals to support their end clients.

The PCS offering was introduced to Cambridge financial professionals for the first time at the firm’s inaugural Circle of Excellence gathering, held from February 5-8 in Boca Raton, Florida. The gathering honored Cambridge financial professionals who have attained the highest level of achievement and leadership in their field.

The Private Client Solutions service will bring to bear cutting-edge technology tools, advanced planning support, and practice management resources to provide seamless, carefully tailored service approaches. Specific areas of specialization will include (among others):

• Investment management
• Solutions for business owners, including exit strategy planning and execution
• Tax and estate planning
• Cash management strategies
• Protecting wealth and leaving a legacy
• Asset-backed lending

Cambridge President of Growth and Development Jeff Vivacqua said, “Cambridge is pleased to leverage our scale and cross-functional expertise to meet financial professionals’ expanding needs in the high-net-worth space through our Private Client Solutions offering. Serving high-net-worth clients today requires a truly integrated, firm-wide approach, and Cambridge is committed to ensuring that every one of our professionals is equipped with the resources, technology, and personal support they need to provide these clients with the ‘white glove’ service experiences they expect and deserve.”

The Private Client Solutions offering will be available to Cambridge financial professionals and will draw upon strategic resources throughout the enterprise, along with third-party support and peer networking. The service expands the Client Solutions platform, which offers a full spectrum of case design, consultation, and coaching, focused on the unique needs of independent financial professionals and their investing clients.

Vivacqua concluded, “Whether it’s guiding high-net-worth clients through the sale of a business, anticipating challenging estate planning issues, or thinking through charitable giving options, the Private Client Solutions offering will help our financial professionals sustain and grow their relationships in the critical HNW and UHNW segments of the market. We look forward to working closely with our financial professionals as they seek to further accelerate their growth in this key area.”

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Media Contact:

Jeff Wulf
Senior Vice President
jeff.wulf@cir2.com or 800-777-6080